Canara Robeco ELSS - Tax Saver Fund Direct-Growth
Equity: ELSS - Tax Saver - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: ELSS - Tax SaverBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹201.31-0.28%
07 Sept 2026
Rolling Returns Analysis
Rolling annualized returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 07 Jan, 2014 - 07 Sep, 2026 | 22 Jan, 2016 - 07 Sep, 2026 | 01 Feb, 2018 - 07 Sep, 2026 | 17 Feb, 2020 - 07 Sep, 2026 |
| Average returns | 18.17% | 16.57% | 16.88% | 16.63% |
| Standard deviation | 19.01% | 5.45% | 4.63% | 1.96% |
| Best returns | 90.92% 1 year ending on 25 Mar, 2021 | 34.25% 3 years ending on 03 Apr, 2023 | 29.12% 5 years ending on 17 Apr, 2025 | 20.30% 7 years ending on 27 Sep, 2024 |
| Worst returns | -23.11% 1 year ending on 23 Mar, 2020 | 0.46% 3 years ending on 23 Mar, 2020 | 0.90% 5 years ending on 23 Mar, 2020 | 8.01% 7 years ending on 23 Mar, 2020 |
| Period with positive return | 88.77% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 71.96% | 98.78% | 98.49% | 100.00% |
| Period with return > 10% | 60.70% | 88.77% | 90.08% | 99.32% |
| Period with return > 15% | 46.90% | 61.27% | 72.19% | 82.69% |
| Beat % Category | 43.02% | 43.93% | 62.98% | 100.00% |
| Beat % Benchmark | 60.38% | 65.81% | 90.37% | 100.00% |
Trailing Returns
Point-to-point returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
5%
10%
-0.2%
-0.6%
-2.2%
YTD
-2.3%
-1.6%
-2.3%
1 M
4.2%
5.4%
3.7%
6 M
3.3%
2.7%
2.1%
1 Y
11.9%
12.0%
11.1%
3 Y
10.4%
11.4%
10.5%
5 Y
14.9%
13.4%
13.0%
10 Y
Fund
Equity: ELSS - Tax Saver
BSE 500 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -0.25% | -2.34% | 4.18% | 3.29% | 11.94% | 10.37% | 14.87% | 14.90% |
| Equity: ELSS - Tax Saver | -0.55% | -1.60% | 5.37% | 2.74% | 11.97% | 11.38% | 13.38% | - |
| BSE 500 Total Return Index | -2.24% | -2.30% | 3.67% | 2.13% | 11.08% | 10.50% | 12.99% | - |
| Rank in category | 20 | 26 | 23 | 16 | 17 | 24 | 7 | - |
| Funds in category | 40 | 40 | 40 | 40 | 38 | 33 | 28 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Canara Robeco ELSS - Tax Saver Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth?
Canara Robeco ELSS - Tax Saver Fund Direct-Growth has delivered a 1-year return of 3.29% as of 6 Sep 2026. During the same period, its benchmark BSE 500 Total Return Index returned 2.13%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth?
Canara Robeco ELSS - Tax Saver Fund Direct-Growth has delivered a 3-year CAGR of 11.94% as of 6 Sep 2026. Its benchmark BSE 500 Total Return Index returned 11.08% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth?
Canara Robeco ELSS - Tax Saver Fund Direct-Growth has delivered a 5-year CAGR of 10.37% as of 6 Sep 2026. Its benchmark BSE 500 Total Return Index returned 10.50% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth since inception?
Since its launch on 1 Jan 2013, Canara Robeco ELSS - Tax Saver Fund Direct-Growth has delivered a CAGR of 14.90%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Canara Robeco ELSS - Tax Saver Fund Direct-Growth performed vs its category over the long term?
Over the long term, Canara Robeco ELSS - Tax Saver Fund Direct-Growth has ranked 17 out of 38 funds in the Equity: ELSS - Tax Saver category on a 3-year basis, and 24 out of 33 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Canara Robeco ELSS - Tax Saver Fund Direct-Growth?
The Sharpe ratio of Canara Robeco ELSS - Tax Saver Fund Direct-Growth is 0.55 (as of 6 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Canara Robeco ELSS - Tax Saver Fund Direct-Growth?
The 3Y alpha of Canara Robeco ELSS - Tax Saver Fund Direct-Growth is 1.41% (as of 6 Sep 2026). Alpha measures the excess return generated by the fund over and above its benchmark BSE 500 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Canara Robeco ELSS - Tax Saver Fund Direct-Growth?
The beta of Canara Robeco ELSS - Tax Saver Fund Direct-Growth is 0.94 (as of 6 Sep 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark BSE 500 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Canara Robeco ELSS - Tax Saver Fund Direct-Growth's beta of 0.94 indicates it is more defensive than its benchmark.
What are the rolling returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Canara Robeco ELSS - Tax Saver Fund Direct-Growth is 18.17% and 16.57% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.