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: 6.33%.

Canara Robeco

Canara Robeco Equity Taxsaver - Dividend plan

Latest NAV

₹47.8000

As of

17 Jul 2026

4,985 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	+0.40%	-1.95%	+2.35	29 / 90	Q2
1W	-0.15%	-3.22%	+3.07	65 / 87	Q3
2W	+0.02%	-3.57%	+3.59	43 / 87	Q2
1M	+1.31%	-3.98%	+5.29	41 / 87	Q2
3M	+2.49%	-3.29%	+5.78	34 / 87	Q2
6M	-1.57%	-1.04%	-0.53	54 / 89	Q3
YTD	-3.18%	-3.07%	-0.11	45 / 89	Q3
1Y	-4.00%	+2.32%	-6.31	62 / 87	Q3
2Y	-3.18%	-0.75%	-2.42	64 / 86	Q3
3Y	+5.98%	+5.77%	+0.20	63 / 81	Q4
4Y	+8.99%	+8.62%	+0.38	56 / 78	Q3
5Y	+6.33%	+7.06%	-0.73	60 / 77	Q4
7Y	+9.56%	+9.74%	-0.19	50 / 75	Q3
10Y	+7.43%	+8.09%	-0.66	46 / 69	Q3
Inception	+4.32%	+5.96%	-1.64	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	-3.18%	-3.09%	-0.09	25 / 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

+7.55%

235 windows

min -58.6% · max 113.0%

60% positive

3-Year rolling

+6.39%

211 windows

min -15.2% · max 23.5%

80% positive

5-Year rolling

+5.90%

187 windows

min -6.5% · max 19.2%

85% positive

7-Year rolling

+5.75%

162 windows

min -3.3% · max 11.8%

94% 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

13.38%

3-year · annualised

Sharpe ratio

0.02

vs risk-free 6.5%

Sortino ratio

0.02

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	₹66.8780	17 Jul 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹20.5675	17 Jul 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹89.3173	17 Jul 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹28.9500	17 Jul 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹125.9300	17 Jul 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹30.3525	17 Jul 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹60.8511	17 Jul 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹43.8620	17 Jul 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹30.8300	17 Jul 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹22.3070	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹47.8000
16 Jul 2026	₹47.6100
15 Jul 2026	₹47.7200
14 Jul 2026	₹47.5500
13 Jul 2026	₹47.8500
10 Jul 2026	₹47.8700
9 Jul 2026	₹47.3600
8 Jul 2026	₹47.1000
7 Jul 2026	₹47.9800
6 Jul 2026	₹48.1200

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 Taxsaver - Dividend plan is ₹47.8000. 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 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 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 -4.00% — -6.31 pp behind the ELSS category average of 2.32%. The fund ranks #62 of 87 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Canara Robeco Equity Taxsaver - Dividend plan has delivered a CAGR of 5.98% — +0.2 pp ahead of the ELSS category average of 5.77%. The fund ranks #63 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 6.33% — -0.73 pp behind the ELSS category average of 7.06%. 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 ₹204,712 today — a multiplier of 2.05×, based on the 10-year CAGR of 7.43%. The category average over the same window would have grown ₹1 lakh to ₹217,608.

A ₹10,000 monthly SIP in Canara Robeco Equity Taxsaver - Dividend plan over the last 5 years — total invested ₹600,000 — would be worth ₹684,574 today. That's an XIRR (money-weighted annualised return) of 5.21%.

A ₹10,000 monthly SIP for 10 years in Canara Robeco Equity Taxsaver - Dividend plan = ₹1,200,000 invested. It would currently be worth ₹1,807,407 (multiplier 1.51×). XIRR: 7.94%. 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 7.06%; this fund delivered 6.33%.

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 19.17%, worst -6.47%). 85% of rolling windows ended positive. The 5-year Sharpe ratio is 0.04 — 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: 6.33%.

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