MonitorDirect · Growth
Canara Robeco ELSS - Tax Saver Fund
Canara Robeco Mutual FundEquity Schemes - ELSS- Tax Saver Fund13.7 years
The scheme seeks to achieve long term capital appreciation by predominantly investing in equities. It also offers tax benefits under Section 80C. The investments may be made in primary as well as secondary markets and scheme may also invest in overseas equity markets like ADRs/GDRs.
- NAV
- 195.44
- 16 Sept 2026
- 1Y
- +1.2%
- Trailing CAGR
- AUM
- ₹8,724.8 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+1.2%
- 3Y+10.9%
- 5Y+10.1%
- 10Y+14.8%
- SI+14.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.0%
- 3Y+5.9%
- 5Y+10.2%
- 10Y+14.8%
- Since inception
- +14.8%
- Calendar-day CAGR
- Excess 1Y
- -0.0%
- Category median, same plan and option
- 3Y win rate
- +39%
- Windows beating the median
- 3Y percentile
- 33
- Vs comparable share classes
- Worst rolling 3Y
- -0.4%
- 2636 daily-ending windows
- Median rolling 3Y
- +16.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2143 daily-ending windows
- SIP 3Y XIRR
- +5.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 148 recovered episodes
- Longest recovery
- 521 days
- Trough to prior peak
- Current spell
- 39 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
20 Feb 2020 – 16 Sept 2020
Trough 23 Mar 2020 · recovered in 177 days
-34.3%
3 Mar 2015 – 6 Sept 2016
Trough 29 Feb 2016 · recovered in 190 days
-22.4%
17 Jan 2022 – 30 Nov 2022
Trough 17 Jun 2022 · recovered in 166 days
-18.6%
26 Sept 2024 – 3 Aug 2026
Trough 28 Feb 2025 · recovered in 521 days
-18.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
33
Vs category
50
Consistency
38
Risk-adjusted
58
Drawdown
14
Mean
39
Portfolio
31 Aug 2026 · 73 holdings · top 10 are 39.0%.
- Top 5
- 24.3%
- Top 10
- 39.0%
- Largest holding
- 7.2%
- Effective holdings
- 40.9
ICICI Bank Ltd
Financial
7.2%
HDFC Bank Ltd
Financial
5.8%
Reliance Industries Ltd
Energy & Utilities
4.1%
State Bank of India
Financial
3.7%
Larsen & Toubro Ltd
Industrials
3.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HSBC ELSS Tax saver Fund
HSBC Mutual Fund
- 1Y
- +5.6%
- 3Y
- +15.5%
- Vol
- 15.4%
- Max DD
- -19.2%
- Sharpe
- 0.76
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
WhiteOak Capital ELSS Tax Saver Fund
WhiteOak Capital Mutual Fund
- 1Y
- +1.9%
- 3Y
- +15.2%
- Vol
- 13.2%
- Max DD
- -16.4%
- Sharpe
- 0.91
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Axis ELSS- Tax Saver Fund
Axis Mutual Fund
- 1Y
- -1.8%
- 3Y
- +9.8%
- Vol
- 15.2%
- Max DD
- -33.5%
- Sharpe
- 0.70
- 3Y win
- +50%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Bajaj Finserv ELSS - Tax Saver Fund
Bajaj Finserv Mutual Fund
- 1Y
- +2.5%
- 3Y
- n/a
- Vol
- 13.0%
- Max DD
- -13.5%
- Sharpe
- 0.36
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
BANK OF INDIA ELSS TAX SAVER FUND
Bank of India Mutual Fund
- 1Y
- +1.5%
- 3Y
- +11.0%
- Vol
- 16.4%
- Max DD
- -31.7%
- Sharpe
- 0.71
- 3Y win
- +73%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER