Canara Robeco Small Cap Fund
Direct · Growth ₹45.56
21 Jul 2026
NAV
29.2%
3Y CAGR
29.9%
5Y CAGR
26.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.65
Sharpe
-36.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.21 L | 30.7% | -49.0% | 124.2% |
| 3 Years | ₹36.00 L | ₹52.57 L | 27.3% | -1.3% | 59.2% |
| 5 Years | ₹60.00 L | ₹1.06 Cr | 25.5% | 8.3% | 39.1% |
| 7 Years | ₹84.00 L | ₹1.79 Cr | 21.5% | 18.2% | 23.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 30.7% | 22.0% | 21.3% | +8.7% |
| 3 Years | 27.3% | 15.3% | 22.8% | +12.0% |
| 5 Years | 25.5% | 14.3% | 22.1% | +11.3% |
| 7 Years | 21.5% | 14.3% | 21.8% | +7.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 29.4% | 21.6% | -31.2% | 125.3% | 0.70 | 3.59 | 86% | — | — |
| 3 Years | 29.2% | 29.9% | 11.1% | 52.5% | 2.17 | — | 100% | — | — |
| 5 Years | 29.9% | 30.0% | 16.4% | 40.3% | 3.65 | — | 100% | — | — |
-36.2%
Max Drawdown
1 mo
Drawdown Duration
5 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.81
1Y
0.81
3Y
0.83
5Y
0.62
7Y
Compared against NIFTY SMALLCAP 250
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.60 | 0.88 | 87.1% | 85.6% | 2.0% | 0.8% |
| 3 Years | -1.23 | 0.83 | 81.8% | 81.8% | 14.5% | 17.6% |
| 5 Years | +3.21 | 0.83 | 84.5% | 81.0% | 16.9% | 15.2% |
| 7 Years | +6.31 | 0.85 | 86.9% | 81.1% | 25.1% | 20.9% |
| 10 Years | +3.23 | 0.85 | 85.8% | 81.2% | 16.3% | 14.3% |
| 12 Years | +2.47 | 0.85 | 85.8% | 81.2% | 13.4% | 11.7% |
| 15 Years | +1.73 | 0.85 | 85.8% | 81.2% | 10.6% | 9.3% |