Should I invest in Canara Robeco Nifty Index?

We don't give personal investment advice. Canara Robeco Nifty Index-Growth 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: 27.4%. 5-year CAGR: 13.58%.

Canara Robeco

Canara Robeco Nifty Index-Growth

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	-1.00%	+0.06%	-1.06	282 / 299	Q4
1W	-2.85%	-3.61%	+0.76	251 / 303	Q4
2W	-0.46%	-4.52%	+4.06	155 / 303	Q3
1M	-1.17%	-5.64%	+4.47	162 / 302	Q3
3M	+8.02%	-4.27%	+12.30	69 / 302	Q1
6M	+5.41%	+1.48%	+3.93	132 / 307	Q2
YTD	+4.82%	-0.18%	+5.00	123 / 309	Q2
1Y	+11.66%	+7.10%	+4.56	126 / 307	Q2
2Y	+12.23%	+2.20%	+10.03	113 / 303	Q2
3Y	+5.18%	+0.76%	+4.42	131 / 264	Q2
4Y	+5.85%	+0.58%	+5.26	108 / 235	Q2
5Y	+13.58%	+0.02%	+13.56	36 / 208	Q1
7Y	+6.59%	+3.12%	+3.47	75 / 130	Q3
10Y	—	—	—	—	—
Inception	+8.19%	+0.51%	+7.67	92 / 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
2014 YTD	+4.82%	+34.59%	-29.77	128 / 133
2013	+5.76%	+0.03%	+5.74	41 / 154
2012	+27.11%	+23.57%	+3.54	85 / 190
2011	-24.13%	-23.68%	-0.45	121 / 241
2010	+17.65%	+11.69%	+5.96	76 / 256
2009	+67.56%	+65.86%	+1.70	141 / 238
2008	-51.50%	-52.86%	+1.36	60 / 198
2007	+53.56%	+42.91%	+10.65	48 / 137
2006	—	—	—	—

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

+10.92%

87 windows

min -57.5% · max 85.3%

72% positive

3-Year rolling

+6.82%

62 windows

min -2.0% · max 26.5%

94% positive

5-Year rolling

+7.05%

38 windows

min -1.1% · max 18.3%

92% positive

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

7-Year rolling

+7.22%

14 windows

min 5.6% · max 9.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

16.98%

3-year · annualised

Sharpe ratio

-0.02

vs risk-free 6.5%

Sortino ratio

-0.03

Downside-only deviation

Max drawdown

-20.43%

Jul 2011 → Dec 2011

% positive months

47.2%

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.

Recent NAVs

Date	NAV
30 Apr 2014	₹34.9047
29 Apr 2014	₹35.2572
28 Apr 2014	₹35.4994
25 Apr 2014	₹35.6167
23 Apr 2014	₹35.9278
22 Apr 2014	₹35.7935
21 Apr 2014	₹35.8068
17 Apr 2014	₹35.6115
16 Apr 2014	₹35.0643
15 Apr 2014	₹35.4349

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 Nifty Index-Growth 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 Nifty Index-Growth 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 Nifty Index-Growth 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 Nifty Index-Growth has delivered a absolute return of 11.66% — +4.56 pp ahead of the Growth category average of 7.10%. The fund ranks #126 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Canara Robeco Nifty Index-Growth has delivered a CAGR of 5.18% — +4.42 pp ahead of the Growth category average of 0.76%. The fund ranks #131 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Canara Robeco Nifty Index-Growth has delivered a CAGR of 13.58% — +13.56 pp ahead of the Growth category average of 0.02%. The fund ranks #36 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in Canara Robeco Nifty Index-Growth exactly 5 years ago would be worth approximately ₹188,981 today — a multiplier of 1.89×, based on the 5-year CAGR of 13.58%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in Canara Robeco Nifty Index-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹738,307 today. That's an XIRR (money-weighted annualised return) of 8.22%.

Canara Robeco Nifty Index-Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,125,978 — XIRR 8.23%.

On a 5-year basis, Canara Robeco Nifty Index-Growth ranks #36 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 13.58%.

The worst peak-to-trough decline Canara Robeco Nifty Index-Growth has experienced over the last 5-year window is 27.37% — its NAV fell from a high on 09 Nov 2010 to a low on 20 Dec 2011. 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 Nifty Index-Growth averaged 7.05% (best 18.26%, worst -1.14%). 92% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2013, Canara Robeco Nifty Index-Growth returned 5.76% — beating the Growth category average of 0.03% by 5.74 pp. It ranked #41 of 154 in its category that year.

Canara Robeco Nifty Index-Growth 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 Nifty Index-Growth 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: 27.4%. 5-year CAGR: 13.58%.

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