Should I invest in Canara Robeco Equity Taxsaver?

We don't give personal investment advice. Canara Robeco Equity Taxsaver - Dividend plan 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: 23.0%. 5-year CAGR: 6.14%.

Canara Robeco

Canara Robeco Equity Taxsaver - Dividend plan

Latest NAV

₹45.6600

As of

3 Jun 2026

4,954 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	+0.24%	-2.11%	+2.35	29 / 90	Q2
1W	-1.82%	-4.12%	+2.29	61 / 87	Q3
2W	-0.26%	-3.75%	+3.49	39 / 87	Q2
1M	-1.78%	-5.60%	+3.82	52 / 87	Q3
3M	-1.97%	-5.40%	+3.42	38 / 87	Q2
6M	-7.28%	-3.98%	-3.30	61 / 89	Q3
YTD	-7.37%	-5.20%	-2.17	61 / 89	Q3
1Y	-6.37%	+1.41%	-7.77	66 / 87	Q4
2Y	-2.64%	-0.15%	-2.49	65 / 86	Q4
3Y	+6.55%	+6.12%	+0.43	62 / 81	Q4
4Y	+8.09%	+7.91%	+0.19	55 / 78	Q3
5Y	+6.14%	+6.94%	-0.81	60 / 77	Q4
7Y	+7.92%	+8.75%	-0.84	56 / 75	Q3
10Y	+7.37%	+8.10%	-0.73	48 / 69	Q3
Inception	+4.11%	+5.86%	-1.74	68 / 91	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	-7.37%	-7.12%	-0.25	26 / 47
2025	-0.48%	+1.54%	-2.02	33 / 47
2024	+11.76%	+18.17%	-6.41	37 / 47
2023	+19.66%	+23.46%	-3.79	38 / 49
2022	-1.24%	+0.75%	-1.99	33 / 52
2021	+22.01%	+28.91%	-6.89	42 / 54
2020	+17.42%	+11.40%	+6.02	18 / 56
2019	+1.69%	+2.03%	-0.34	37 / 59
2018	-4.41%	-9.68%	+5.27	18 / 61
2017	+20.66%	+29.95%	-9.30	55 / 65
2016	-9.03%	-0.31%	-8.72	64 / 70

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

+7.50%

234 windows

min -59.0% · max 106.1%

61% positive

3-Year rolling

+6.27%

209 windows

min -14.4% · max 21.8%

78% positive

5-Year rolling

+5.90%

185 windows

min -6.7% · max 17.1%

85% positive

7-Year rolling

+5.66%

161 windows

min -4.1% · max 14.4%

93% 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

13.57%

3-year · annualised

Sharpe ratio

0.06

vs risk-free 6.5%

Sortino ratio

0.08

Downside-only deviation

Max drawdown

-22.98%

Sep 2024 → Mar 2026

% positive months

63.9%

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 ELSS

Scheme	Fund house	NAV	As of
HDFC TaxSaver-Dividend Plan	HDFC	₹63.5390	3 Jun 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹19.9775	3 Jun 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹85.4857	3 Jun 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹27.4000	3 Jun 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹121.5100	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹29.6508	3 Jun 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹57.8774	3 Jun 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹41.1340	3 Jun 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹29.5000	3 Jun 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹21.1600	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹45.6600
2 Jun 2026	₹45.7300
1 Jun 2026	₹45.6200
29 May 2026	₹46.1400
27 May 2026	₹46.7300
26 May 2026	₹46.5800
25 May 2026	₹46.7000
22 May 2026	₹46.2400
21 May 2026	₹46.1100
20 May 2026	₹45.9700

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 03 Jun 2026, the NAV of Canara Robeco Equity Taxsaver - Dividend plan is ₹45.6600. It's a ELSS from Canara Robeco, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Canara Robeco Equity Taxsaver - Dividend plan has NAV history starting from 12 Apr 2006, a track record of about 20 years 1 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 Taxsaver - Dividend plan is managed by Canara Robeco. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Canara Robeco Equity Taxsaver - Dividend plan has delivered a absolute return of -6.37% — -7.77 pp behind the ELSS category average of 1.41%. The fund ranks #66 of 87 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Canara Robeco Equity Taxsaver - Dividend plan has delivered a CAGR of 6.55% — +0.43 pp ahead of the ELSS category average of 6.12%. The fund ranks #62 of 81 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Canara Robeco Equity Taxsaver - Dividend plan has delivered a CAGR of 6.14% — -0.81 pp behind the ELSS category average of 6.94%. The fund ranks #60 of 77 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Canara Robeco Equity Taxsaver - Dividend plan exactly 10 years ago would be worth approximately ₹203,607 today — a multiplier of 2.04×, based on the 10-year CAGR of 7.37%. The category average over the same window would have grown ₹1 lakh to ₹217,976.

A ₹10,000 monthly SIP in Canara Robeco Equity Taxsaver - Dividend plan over the last 5 years — total invested ₹600,000 — would be worth ₹661,994 today. That's an XIRR (money-weighted annualised return) of 3.88%.

A ₹10,000 monthly SIP for 10 years in Canara Robeco Equity Taxsaver - Dividend plan = ₹1,200,000 invested. It would currently be worth ₹1,746,236 (multiplier 1.46×). XIRR: 7.28%. 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 Taxsaver - Dividend plan ranks #60 out of 77 funds in the ELSS category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 6.94%; this fund delivered 6.14%.

The worst peak-to-trough decline Canara Robeco Equity Taxsaver - Dividend plan has experienced over the last 5-year window is 22.98% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. 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 Taxsaver - Dividend plan averaged 5.90% (best 17.07%, worst -6.73%). 85% of rolling windows ended positive. The 5-year Sharpe ratio is 0.05 — weak risk-adjusted performance.

In calendar year 2025, Canara Robeco Equity Taxsaver - Dividend plan returned -0.48% — lagging the ELSS category average of 1.54% by 2.02 pp. It ranked #33 of 47 in its category that year.

Canara Robeco Equity Taxsaver - Dividend plan 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 Taxsaver - Dividend plan 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: 23.0%. 5-year CAGR: 6.14%.

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