Should I invest in Canara Robeco Equity Taxsaver?

We don't give personal investment advice. Canara Robeco Equity Taxsaver - Growth 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: 19.1%. 5-year CAGR: 11.02%.

Canara Robeco

Canara Robeco Equity Taxsaver - Growth plan

Latest NAV

₹178.7200

As of

17 Jul 2026

4,293 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	+0.39%	-1.95%	+2.35	30 / 90	Q2
1W	-0.15%	-3.22%	+3.07	66 / 87	Q4
2W	+0.02%	-3.57%	+3.59	44 / 87	Q3
1M	+1.32%	-3.98%	+5.30	40 / 87	Q2
3M	+2.49%	-3.29%	+5.78	33 / 87	Q2
6M	+0.97%	-1.04%	+2.01	35 / 89	Q2
YTD	-0.68%	-3.07%	+2.39	31 / 89	Q2
1Y	+1.00%	+2.32%	-1.32	38 / 87	Q2
2Y	+1.87%	-0.75%	+2.62	28 / 86	Q2
3Y	+11.46%	+5.77%	+5.69	40 / 81	Q2
4Y	+13.48%	+8.62%	+4.87	34 / 78	Q2
5Y	+11.02%	+7.06%	+3.96	40 / 77	Q3
7Y	+15.80%	+9.74%	+6.05	11 / 75	Q1
10Y	+14.37%	+8.09%	+6.29	11 / 69	Q1
Inception	+17.70%	+5.96%	+11.74	6 / 91	Q1

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	-0.68%	-3.09%	+2.41	13 / 47
2025	+4.78%	+1.54%	+3.25	15 / 47
2024	+17.43%	+18.17%	-0.75	25 / 47
2023	+23.30%	+23.46%	-0.15	29 / 49
2022	-0.17%	+0.75%	-0.92	27 / 52
2021	+34.47%	+28.91%	+5.56	13 / 54
2020	+27.34%	+11.40%	+15.94	4 / 56
2019	+10.53%	+2.03%	+8.50	9 / 59
2018	+3.33%	-9.68%	+13.01	1 / 61
2017	+30.33%	+29.95%	+0.38	36 / 65
2016	-0.70%	-0.31%	-0.39	39 / 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

+17.33%

201 windows

min -16.6% · max 134.1%

85% positive

3-Year rolling

+15.21%

177 windows

min 0.5% · max 38.7%

100% positive

5-Year rolling

+15.32%

152 windows

min 3.3% · max 25.3%

100% positive

7-Year rolling

+14.65%

128 windows

min 9.7% · max 23.0%

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

12.77%

3-year · annualised

Sharpe ratio

0.41

vs risk-free 6.5%

Sortino ratio

0.67

Downside-only deviation

Max drawdown

-18.59%

Sep 2024 → Feb 2025

% 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	₹178.7200
16 Jul 2026	₹178.0200
15 Jul 2026	₹178.4000
14 Jul 2026	₹177.7800
13 Jul 2026	₹178.9000
10 Jul 2026	₹178.9900
9 Jul 2026	₹177.0600
8 Jul 2026	₹176.1100
7 Jul 2026	₹179.4000
6 Jul 2026	₹179.9000

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 - Growth plan is ₹178.7200. 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 - Growth plan has NAV history starting from 03 Feb 2009, a track record of about 17 years 5 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 - Growth 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 - Growth plan has delivered a absolute return of 1.00% — -1.32 pp behind the ELSS category average of 2.32%. The fund ranks #38 of 87 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Canara Robeco Equity Taxsaver - Growth plan has delivered a CAGR of 11.46% — +5.69 pp ahead of the ELSS category average of 5.77%. The fund ranks #40 of 81 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Canara Robeco Equity Taxsaver - Growth plan has delivered a CAGR of 11.02% — +3.96 pp ahead of the ELSS category average of 7.06%. The fund ranks #40 of 77 in its category — the third (Q3) quartile.

₹1 lakh invested in Canara Robeco Equity Taxsaver - Growth plan exactly 10 years ago would be worth approximately ₹383,025 today — a multiplier of 3.83×, based on the 10-year CAGR of 14.37%. 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 - Growth plan over the last 5 years — total invested ₹600,000 — would be worth ₹774,628 today. That's an XIRR (money-weighted annualised return) of 10.15%.

A ₹10,000 monthly SIP for 10 years in Canara Robeco Equity Taxsaver - Growth plan = ₹1,200,000 invested. It would currently be worth ₹2,517,448 (multiplier 2.10×). XIRR: 14.18%. 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 - Growth plan ranks #40 out of 77 funds in the ELSS category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 7.06%; this fund delivered 11.02%.

The worst peak-to-trough decline Canara Robeco Equity Taxsaver - Growth plan has experienced over the last 5-year window is 19.12% — its NAV fell from a high on 17 Jan 2022 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 Taxsaver - Growth plan averaged 15.32% (best 25.33%, worst 3.27%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.34 — weak risk-adjusted performance.

In calendar year 2025, Canara Robeco Equity Taxsaver - Growth plan returned 4.78% — beating the ELSS category average of 1.54% by 3.25 pp. It ranked #15 of 47 in its category that year.

Canara Robeco Equity Taxsaver - Growth 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 - Growth 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: 19.1%. 5-year CAGR: 11.02%.

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

Canara Robeco Equity Taxsaver - Growth plan

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in ELSS

Recent NAVs

Frequently asked questions

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