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: 10.82%.

Canara Robeco

Canara Robeco Equity Taxsaver - Growth plan

Latest NAV

₹170.7200

As of

3 Jun 2026

4,262 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	+0.23%	-2.11%	+2.34	30 / 90	Q2
1W	-1.82%	-4.12%	+2.30	60 / 87	Q3
2W	-0.27%	-3.75%	+3.47	40 / 87	Q2
1M	-1.80%	-5.60%	+3.80	53 / 87	Q3
3M	-1.97%	-5.40%	+3.42	39 / 87	Q2
6M	-4.90%	-3.98%	-0.92	43 / 89	Q2
YTD	-4.99%	-5.20%	+0.21	35 / 89	Q2
1Y	-1.51%	+1.41%	-2.91	41 / 87	Q2
2Y	+2.43%	-0.15%	+2.58	29 / 86	Q2
3Y	+12.07%	+6.12%	+5.95	38 / 81	Q2
4Y	+12.54%	+7.91%	+4.64	36 / 78	Q2
5Y	+10.82%	+6.94%	+3.87	40 / 77	Q3
7Y	+14.06%	+8.75%	+5.31	13 / 75	Q1
10Y	+14.31%	+8.10%	+6.21	11 / 69	Q1
Inception	+17.53%	+5.86%	+11.68	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	-4.99%	-7.12%	+2.13	11 / 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

+16.95%

199 windows

min -21.0% · max 111.7%

84% positive

3-Year rolling

+14.98%

175 windows

min 0.1% · max 37.1%

100% positive

5-Year rolling

+15.34%

151 windows

min 1.2% · max 28.1%

100% positive

7-Year rolling

+14.53%

126 windows

min 9.4% · max 21.2%

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

13.04%

3-year · annualised

Sharpe ratio

0.45

vs risk-free 6.5%

Sortino ratio

0.68

Downside-only deviation

Max drawdown

-18.59%

Sep 2024 → Feb 2025

% positive months

72.2%

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	₹170.7200
2 Jun 2026	₹170.9700
1 Jun 2026	₹170.5800
29 May 2026	₹172.5200
27 May 2026	₹174.7300
26 May 2026	₹174.1400
25 May 2026	₹174.6000
22 May 2026	₹172.8700
21 May 2026	₹172.4100
20 May 2026	₹171.8800

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 - Growth plan is ₹170.7200. 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 4 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 -1.51% — -2.91 pp behind the ELSS category average of 1.41%. The fund ranks #41 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 12.07% — +5.95 pp ahead of the ELSS category average of 6.12%. The fund ranks #38 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 10.82% — +3.87 pp ahead of the ELSS category average of 6.94%. 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 ₹380,951 today — a multiplier of 3.81×, based on the 10-year CAGR of 14.31%. 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 - Growth plan over the last 5 years — total invested ₹600,000 — would be worth ₹751,886 today. That's an XIRR (money-weighted annualised return) of 8.95%.

A ₹10,000 monthly SIP for 10 years in Canara Robeco Equity Taxsaver - Growth plan = ₹1,200,000 invested. It would currently be worth ₹2,447,344 (multiplier 2.04×). XIRR: 13.65%. 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 6.94%; this fund delivered 10.82%.

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 15.34% (best 28.09%, worst 1.24%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.36 — 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: 10.82%.

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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