Should I invest in Canara Robeco Equity Diversified-Income?

We don't give personal investment advice. Canara Robeco Equity Diversified-Income is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.9%. 5-year CAGR: 5.22%.

Canara Robeco

Canara Robeco Equity Diversified-Income

Latest NAV

₹59.5600

As of

17 Jul 2026

4,983 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.47%	+0.13%	+0.34	15 / 75	Q1
1W	-0.05%	+0.04%	-0.09	48 / 74	Q3
2W	+0.12%	-0.03%	+0.15	38 / 73	Q3
1M	+1.66%	+1.15%	+0.51	31 / 72	Q2
3M	+2.46%	+4.98%	-2.52	42 / 71	Q3
6M	-0.40%	+8.01%	-8.41	53 / 71	Q3
YTD	-2.17%	+3.91%	-6.08	56 / 71	Q4
1Y	-5.23%	+15.10%	-20.33	59 / 65	Q4
2Y	-3.16%	+7.99%	-11.15	55 / 61	Q4
3Y	+5.62%	+11.25%	-5.63	50 / 55	Q4
4Y	+8.69%	+11.82%	-3.12	23 / 35	Q3
5Y	+5.23%	+10.79%	-5.57	30 / 33	Q4
7Y	+7.93%	+12.57%	-4.63	24 / 28	Q4
10Y	+6.40%	+10.43%	-4.02	21 / 28	Q3
Inception	+5.24%	+9.06%	-3.82	56 / 75	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.17%	-1.05%	-1.12	20 / 27
2025	+1.43%	+2.13%	-0.70	14 / 27
2024	+11.73%	+17.60%	-5.88	25 / 27
2023	+16.06%	+25.30%	-9.24	27 / 27
2022	-2.61%	+0.84%	-3.44	25 / 32
2021	+21.21%	+25.14%	-3.94	33 / 46
2020	+12.25%	+13.07%	-0.82	20 / 50
2019	+3.10%	+4.14%	-1.04	39 / 61
2018	-7.66%	-7.56%	-0.10	20 / 36
2017	+25.25%	+31.98%	-6.73	28 / 36
2016	-10.33%	+1.09%	-11.42	37 / 38

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+8.69%

236 windows

min -52.2% · max 109.8%

66% positive

3-Year rolling

+7.21%

211 windows

min -10.8% · max 28.5%

91% positive

5-Year rolling

+6.72%

187 windows

min -5.0% · max 19.5%

95% positive

7-Year rolling

+6.31%

163 windows

min 0.5% · max 13.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.05%

3-year · annualised

Sharpe ratio

0.00

vs risk-free 6.5%

Sortino ratio

0.00

Downside-only deviation

Max drawdown

-23.12%

Sep 2024 → Mar 2026

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹73.8450	17 Jul 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹48.2854	17 Jul 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹19.9500	17 Jul 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹62.3718	17 Jul 2026
Kotak Flexicap Fund - Growth	Kotak	₹85.9620	17 Jul 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹42.2405	17 Jul 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹342.0300	17 Jul 2026
UTI - Equity Fund-Growth Option	UTI	₹318.2605	17 Jul 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹165.6000	17 Jul 2026
Escorts Power & Energy Fund - Dividend Option	Escorts	₹77.6979	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹59.5600
16 Jul 2026	₹59.2800
15 Jul 2026	₹59.4400
14 Jul 2026	₹59.1600
13 Jul 2026	₹59.5300
10 Jul 2026	₹59.5900
9 Jul 2026	₹58.9500
8 Jul 2026	₹58.5600
7 Jul 2026	₹59.6800
6 Jul 2026	₹59.8000

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Canara Robeco Equity Diversified-Income is ₹59.5600. It's a Flexi Cap Fund from Canara Robeco, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Canara Robeco Equity Diversified-Income has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Canara Robeco Equity Diversified-Income is managed by Canara Robeco. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Canara Robeco Equity Diversified-Income has delivered a absolute return of -5.23% — -20.33 pp behind the Flexi Cap Fund category average of 15.10%. The fund ranks #59 of 65 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Canara Robeco Equity Diversified-Income has delivered a CAGR of 5.62% — -5.63 pp behind the Flexi Cap Fund category average of 11.25%. The fund ranks #50 of 55 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Canara Robeco Equity Diversified-Income has delivered a CAGR of 5.23% — -5.57 pp behind the Flexi Cap Fund category average of 10.79%. The fund ranks #30 of 33 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Canara Robeco Equity Diversified-Income exactly 10 years ago would be worth approximately ₹186,009 today — a multiplier of 1.86×, based on the 10-year CAGR of 6.40%. The category average over the same window would have grown ₹1 lakh to ₹269,598.

A ₹10,000 monthly SIP in Canara Robeco Equity Diversified-Income over the last 5 years — total invested ₹600,000 — would be worth ₹680,427 today. That's an XIRR (money-weighted annualised return) of 4.97%.

A ₹10,000 monthly SIP for 10 years in Canara Robeco Equity Diversified-Income = ₹1,200,000 invested. It would currently be worth ₹1,705,851 (multiplier 1.42×). XIRR: 6.84%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Canara Robeco Equity Diversified-Income ranks #30 out of 33 funds in the Flexi Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.79%; this fund delivered 5.22%.

The worst peak-to-trough decline Canara Robeco Equity Diversified-Income has experienced over the last 5-year window is 25.88% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Canara Robeco Equity Diversified-Income averaged 6.72% (best 19.46%, worst -5.00%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is -0.02 — negative risk-adjusted performance.

In calendar year 2025, Canara Robeco Equity Diversified-Income returned 1.43% — lagging the Flexi Cap Fund category average of 2.13% by 0.70 pp. It ranked #14 of 27 in its category that year.

Canara Robeco Equity Diversified-Income is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Canara Robeco Equity Diversified-Income is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.9%. 5-year CAGR: 5.22%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.