Should I invest in Canara Robeco Multicap?

We don't give personal investment advice. Canara Robeco Multicap-DIVIDEND OPTION is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 64.4%. 5-year CAGR: 6.24%.

Canara Robeco

Canara Robeco Multicap-DIVIDEND OPTION

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	+0.81%	+0.06%	+0.74	49 / 299	Q1
1W	+1.10%	-3.61%	+4.71	63 / 303	Q1
2W	+2.77%	-4.52%	+7.28	53 / 303	Q1
1M	+5.12%	-5.64%	+10.76	49 / 302	Q1
3M	-3.10%	-4.27%	+1.17	176 / 302	Q3
6M	-5.89%	+1.48%	-7.37	216 / 307	Q3
YTD	+6.84%	-0.18%	+7.02	113 / 309	Q2
1Y	-3.51%	+7.10%	-10.61	200 / 307	Q3
2Y	+2.45%	+2.20%	+0.25	157 / 303	Q3
3Y	+27.72%	+0.76%	+26.96	4 / 264	Q1
4Y	+0.24%	+0.58%	-0.35	170 / 235	Q3
5Y	+6.24%	+0.02%	+6.22	94 / 208	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.25%	+0.51%	+5.74	121 / 310	Q2

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
2012 YTD	+6.84%	+23.57%	-16.73	183 / 190
2011	-17.26%	-23.68%	+6.42	57 / 241
2010	+15.72%	+11.69%	+4.04	95 / 256
2009	+76.81%	+65.86%	+10.95	79 / 238
2008	-52.76%	-52.86%	+0.10	68 / 198
2007	—	—	—	—

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

+11.67%

49 windows

min -55.5% · max 112.2%

59% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+10.73%

25 windows

min -1.7% · max 27.7%

92% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+6.24%

1 window

min 6.2% · max 6.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

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

26.45%

3-year · annualised

Sharpe ratio

0.81

vs risk-free 6.5%

Sortino ratio

2.16

Downside-only deviation

Max drawdown

-21.18%

Oct 2010 → Dec 2011

% positive months

58.3%

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.

Recent NAVs

Date	NAV
2 Feb 2012	₹13.7500
1 Feb 2012	₹13.6400
31 Jan 2012	₹13.6000
30 Jan 2012	₹13.4700
27 Jan 2012	₹13.6300
25 Jan 2012	₹13.6000
24 Jan 2012	₹13.5400
23 Jan 2012	₹13.4600
20 Jan 2012	₹13.4500
19 Jan 2012	₹13.3800

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.

Canara Robeco Multicap-DIVIDEND OPTION is a Growth from Canara Robeco (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Canara Robeco Multicap-DIVIDEND OPTION has NAV history starting from 07 Feb 2007, a track record of about 19 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 Multicap-DIVIDEND OPTION is managed by Canara Robeco. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Canara Robeco Multicap-DIVIDEND OPTION has delivered a absolute return of -3.51% — -10.61 pp behind the Growth category average of 7.10%. The fund ranks #200 of 307 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Canara Robeco Multicap-DIVIDEND OPTION has delivered a CAGR of 27.72% — +26.96 pp ahead of the Growth category average of 0.76%. The fund ranks #4 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Canara Robeco Multicap-DIVIDEND OPTION has delivered a CAGR of 6.24% — +6.22 pp ahead of the Growth category average of 0.02%. The fund ranks #94 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in Canara Robeco Multicap-DIVIDEND OPTION exactly 5 years ago would be worth approximately ₹135,335 today — a multiplier of 1.35×, based on the 5-year CAGR of 6.24%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Canara Robeco Multicap-DIVIDEND OPTION over the last 5 years — total invested ₹600,000 — would be worth ₹715,015 today. That's an XIRR (money-weighted annualised return) of 6.93%.

Canara Robeco Multicap-DIVIDEND OPTION doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹715,015 — XIRR 6.93%.

On a 5-year basis, Canara Robeco Multicap-DIVIDEND OPTION ranks #94 out of 208 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.02%; this fund delivered 6.24%.

The worst peak-to-trough decline Canara Robeco Multicap-DIVIDEND OPTION has experienced over the last 5-year window is 64.39% — its NAV fell from a high on 07 Jan 2008 to a low on 09 Mar 2009. 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 Multicap-DIVIDEND OPTION averaged 6.24% (best 6.24%, worst 6.24%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.14 — weak risk-adjusted performance.

In calendar year 2011, Canara Robeco Multicap-DIVIDEND OPTION returned -17.26% — beating the Growth category average of -23.68% by 6.42 pp. It ranked #57 of 241 in its category that year.

Canara Robeco Multicap-DIVIDEND OPTION doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Canara Robeco Multicap-DIVIDEND OPTION is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 64.4%. 5-year CAGR: 6.24%.

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