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    Canara Robeco Aggressive Hybrid Fund vs Canara Robeco ELSS - Tax Saver Fund

    Direct Plan, Growth option · Data as on 30-10-2026

    Canara Robeco Aggressive Hybrid Fund is an Aggressive Hybrid fund and Canara Robeco ELSS - Tax Saver Fund is an ELSS fund. In the 3 years to 30-10-2026, Canara Robeco Aggressive Hybrid Fund (Direct) returned 10.8% a year and Canara Robeco ELSS - Tax Saver Fund (Direct) returned 11.5% a year. Canara Robeco Aggressive Hybrid Fund charges 0.69% a year and Canara Robeco ELSS - Tax Saver Fund 0.73% (Direct plans). Their portfolios overlap 64.1%: they hold 55 of the same securities.

    Canara Robeco Aggressive Hybrid Fund

    Aggressive Hybrid

    3 year return
    10.8%
    Expense ratio
    0.69%
    NAV
    ₹408.01
    See Canara Robeco Aggressive Hybrid Fund

    Canara Robeco ELSS - Tax Saver Fund

    ELSS

    3 year return
    11.5%
    Expense ratio
    0.73%
    NAV
    ₹192.74
    See Canara Robeco ELSS - Tax Saver Fund

    Which is better, Canara Robeco Aggressive Hybrid or Canara Robeco ELSS - Tax Saver? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • Canara Robeco ELSS - Tax Saver returned more over 5 years: 9.0% a year against 8.8%.
    • Canara Robeco ELSS - Tax Saver returned more over 3 years: 11.5% a year against 10.8%.
    • Canara Robeco Aggressive Hybrid costs less: 0.69% a year against 0.73% (Direct plans).
    • Canara Robeco Aggressive Hybrid swung less over 3 years: a standard deviation of 10.6% a year against 13.5%.
    • Canara Robeco Aggressive Hybrid fell less in its worst fall since 02-01-2013: −25.7% against −34.3%.
    • Canara Robeco ELSS - Tax Saver holds more in large companies: 73.5% of the fund in large caps against 57.0%.
    • Canara Robeco Aggressive Hybrid is the larger fund: ₹10,831 Cr against ₹8,167 Cr.
    • Their portfolios overlap 64.1%: 55 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactCanara Robeco Aggressive Hybrid FundCanara Robeco ELSS - Tax Saver Fund
    Fund houseCanara Robeco Mutual FundCanara Robeco Mutual Fund
    CategoryAggressive HybridELSS
    AUM₹10,831 Cr (30-09-2026)₹8,167 Cr (30-09-2026)
    NAV₹408.01 (Direct)₹192.74 (Direct)
    Expense ratio (Direct)0.69%0.73%
    Expense ratio (Regular)1.80%1.85%
    RiskometerVery HighVery High
    BenchmarkCRISIL Hybrid 35+65 - Aggressive IndexBSE 500 TRI
    Launch date01-02-199331-03-1993
    Minimum investment₹5,000₹500
    Lock inNone3 years
    Fund managersEnnette Fernandes / Mr. Shridatta Bhandwaldar / Mr. Avnish Jain / Ms. Suman PrasadVishal Mishra / Mr. Shridatta Bhandwaldar
    Exit loadExit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year.Nil

    Canara Robeco Aggressive Hybrid vs Canara Robeco ELSS - Tax Saver: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    Canara Robeco Aggressive Hybrid Fund (Direct)+0.41%−3.44%−0.12%−2.84%+10.83%+8.84%+12.15%
    Canara Robeco ELSS - Tax Saver Fund (Direct)+0.20%−4.74%−1.14%−4.70%+11.47%+9.00%+14.38%
    Aggressive Hybrid average−0.88%−3.67%−0.27%−3.33%+10.77%+9.35%+11.60%
    ELSS average−2.34%−5.61%−1.63%−5.75%+10.92%+10.29%+13.05%

    Category average: the average of the 29 Aggressive Hybrid funds and the 50 ELSS funds, same plan type.

    Canara Robeco Aggressive Hybrid vs Canara Robeco ELSS - Tax Saver: Year-wise Returns

    YearAggressive HybridCanara Robeco Aggressive HybridELSS - Tax SaverCanara Robeco ELSS - Tax Saver
    2026to date−2.72%−4.49%
    2025+7.77%+6.46%
    2024+16.68%+18.88%
    2023+21.28%+25.20%
    2022+2.60%+1.22%
    2021+24.26%+36.81%

    Canara Robeco Aggressive Hybrid vs Canara Robeco ELSS - Tax Saver: Rolling Returns

    Every holding period of both funds, against BSE 500 TRI, the benchmark of Canara Robeco ELSS - Tax Saver Fund

    Rolling returns

    Every 3-year holding period, 2,666 of them, one for each trading day from 04-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

    −10%0%10%20%30%40%
    Nov 2013
    to
    Nov 2016
    Sept 2015
    to
    Sept 2018
    Jul 2017
    to
    Jul 2020
    May 2019
    to
    May 2022
    Mar 2021
    to
    Mar 2024
    Dec 2022
    to
    Dec 2025
    Canara Robeco Aggressive Hybrid Fund (Direct)Canara Robeco ELSS - Tax Saver Fund (Direct)BSE 500 TRI

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighestBeat benchmark
    Canara Robeco Aggressive Hybrid0.01.18.944.836.98.30.114.7%14.7%1.8%25.0%42%
    Canara Robeco ELSS - Tax Saver0.02.010.228.235.916.27.516.2%16.0%−0.4%33.5%67%
    BSE 500 TRI1.84.28.036.834.211.73.314.8%14.9%−6.2%33.9%--

    The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 02-01-2013. Past returns do not promise future returns.

    Canara Robeco Aggressive Hybrid vs Canara Robeco ELSS - Tax Saver: SIP and Lumpsum Returns

    What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Canara Robeco Aggressive HybridCanara Robeco Aggressive Hybrid Fund (Direct) ₹16,60,000 ₹42,75,001 ₹26,15,001 12.7%
    Canara Robeco ELSS - Tax SaverCanara Robeco ELSS - Tax Saver Fund (Direct) ₹16,60,000 ₹48,21,628 ₹31,61,628 14.3%
    ₹0₹20.0 L₹40.0 L₹60.0 L
    2014201620182020202220242026
    Canara Robeco Aggressive HybridCanara Robeco Aggressive Hybrid Fund (Direct)Canara Robeco ELSS - Tax SaverCanara Robeco ELSS - Tax Saver Fund (Direct)Amount invested

    From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Canara Robeco Aggressive Hybrid vs Canara Robeco ELSS - Tax Saver: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureCanara Robeco Aggressive Hybrid Fund (Direct)Canara Robeco ELSS - Tax Saver Fund (Direct)
    Return (CAGR)+10.83%+11.47%
    Standard deviation10.57%13.48%
    Sharpe ratio0.450.40
    Sortino ratio0.620.55
    Maximum drawdown−12.9% (28-02-2025)−18.2% (28-02-2025)
    Beta--0.94
    Alpha--+1.82%

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −40%−30%−20%−10%0%
    2014201620182020202220242026
    Canara Robeco Aggressive Hybrid Fund (Direct)Canara Robeco ELSS - Tax Saver Fund (Direct)BSE 500 TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Canara Robeco Aggressive Hybrid Fund (Direct)−25.7%19-02-202023-03-202026-08-20205 months−5.1%
    Canara Robeco ELSS - Tax Saver Fund (Direct)−34.3%20-02-202023-03-202016-09-20206 months−6.9%
    BSE 500 TRI−38.1%17-01-202023-03-202006-11-20207 months−9.4%

    From daily values since 02-01-2013, the first day every fund has.

    Rolling standard deviation

    Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%5%10%15%20%25%
    20172019202120232025
    Canara Robeco Aggressive Hybrid Fund (Direct)Canara Robeco ELSS - Tax Saver Fund (Direct)BSE 500 TRI

    Against BSE 500 TRI

    FundUp captureDown captureTracking error
    Canara Robeco Aggressive Hybrid Fund (Direct)80%62%5.67%
    Canara Robeco ELSS - Tax Saver Fund (Direct)97%87%4.08%

    From month-end values since 02-01-2013. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.

    Canara Robeco Aggressive Hybrid vs Canara Robeco ELSS - Tax Saver: Portfolio Overlap

    From each fund's latest monthly portfolio: Canara Robeco Aggressive Hybrid Fund, September 2026; Canara Robeco ELSS - Tax Saver Fund, September 2026

    Holdings in common

    Overlap
    64.1%
    Held by both
    55
    Only in Canara Robeco Aggressive Hybrid
    81
    Only in Canara Robeco ELSS - Tax Saver
    19
    Security% of Canara Robeco Aggressive Hybrid% of Canara Robeco ELSS - Tax Saver
    ICICI Bank Ltd4.78%6.82%
    HDFC Bank Ltd4.60%6.22%
    Axis Bank Ltd2.85%2.83%
    Bharti Airtel Ltd2.67%3.35%
    State Bank of India2.61%3.59%
    Reliance Industries Ltd2.36%4.05%
    Larsen & Toubro Ltd2.15%3.42%
    Infosys Ltd2.11%2.96%
    Samvardhana Motherson International Ltd2.03%1.94%
    Eternal Ltd1.77%2.31%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 64.1% means 64.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in Canara Robeco Aggressive Hybrid Fund

    Security% of fund
    GOI FRB 2034 (30-OCT-2034)1.23%
    Coal India Ltd1.17%
    Cholamandalam Financial Holdings Ltd1.02%
    Gland Pharma Ltd0.97%
    Prudent Corporate Advisory Services Ltd0.93%

    Largest holdings only in Canara Robeco ELSS - Tax Saver Fund

    Security% of fund
    Ultratech Cement Ltd1.78%
    Phoenix Mills Ltd1.14%
    Schaeffler India Ltd1.05%
    Doms Industries Ltd0.94%
    CCL Products (India) Ltd0.77%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetCanara Robeco Aggressive HybridCanara Robeco ELSS - Tax Saver
    Equity78.7%97.8%
    Debt17.5%0.0%
    Cash and others3.8%2.2%

    Market cap of stocks

    Market capCanara Robeco Aggressive HybridCanara Robeco ELSS - Tax Saver
    Large Cap57.0%73.5%
    Mid Cap13.2%16.9%
    Small Cap8.4%7.4%

    Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Largest sectors

    SectorCanara Robeco Aggressive HybridCanara Robeco ELSS - Tax Saver
    Banks16.8%20.7%
    Pharmaceuticals & Biotechnology5.0%6.8%
    Retailing4.5%6.3%
    Finance5.5%5.7%
    Automobiles4.0%5.1%
    IT - Software4.4%4.4%

    The six largest sectors of each fund's stocks, % of the fund.

    Canara Robeco Aggressive Hybrid vs Canara Robeco ELSS - Tax Saver: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeCanara Robeco Aggressive Hybrid FundCanara Robeco ELSS - Tax Saver Fund
    Total expense ratio (Direct)0.69%0.73%
    Base expense ratio (Direct)0.54%0.57%
    Total expense ratio (Regular)1.80%1.85%
    Base expense ratio (Regular)1.49%1.53%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    More comparisons

    Each fund against the others of its category

    Canara Robeco Aggressive Hybrid Fund vs Canara Robeco ELSS - Tax Saver Fund: Frequently Asked Questions

    What is the difference between Canara Robeco Aggressive Hybrid Fund and Canara Robeco ELSS - Tax Saver Fund?

    Canara Robeco Aggressive Hybrid Fund is an Aggressive Hybrid fund, Canara Robeco ELSS - Tax Saver Fund is an ELSS fund, run by Canara Robeco Mutual Fund. Their portfolios overlap 64.1%. Canara Robeco Aggressive Hybrid Fund charges 0.69% a year and Canara Robeco ELSS - Tax Saver Fund 0.73%.

    Which has given higher returns, Canara Robeco Aggressive Hybrid Fund or Canara Robeco ELSS - Tax Saver Fund?

    Over 1 year: Canara Robeco Aggressive Hybrid Fund −2.84%, Canara Robeco ELSS - Tax Saver Fund −4.70%. Over 3 years: Canara Robeco Aggressive Hybrid Fund +10.83% a year, Canara Robeco ELSS - Tax Saver Fund +11.47% a year. Over 5 years: Canara Robeco Aggressive Hybrid Fund +8.84% a year, Canara Robeco ELSS - Tax Saver Fund +9.00% a year. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Canara Robeco Aggressive Hybrid Fund or Canara Robeco ELSS - Tax Saver Fund?

    Canara Robeco Aggressive Hybrid Fund charges less: 0.69% a year against 0.73%. These are the Direct plans' total expense ratios reported to AMFI.

    How much do Canara Robeco Aggressive Hybrid Fund and Canara Robeco ELSS - Tax Saver Fund overlap?

    64.1%. They hold 55 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, AXISBANK. From each fund's latest monthly portfolio.

    Which is riskier, Canara Robeco Aggressive Hybrid Fund or Canara Robeco ELSS - Tax Saver Fund?

    On SEBI's riskometer, Canara Robeco Aggressive Hybrid Fund is rated Very High and Canara Robeco ELSS - Tax Saver Fund Very High. Over 3 years, the standard deviation of daily returns was 10.57% and 13.48% a year.

    Which is better for SIP, Canara Robeco Aggressive Hybrid Fund or Canara Robeco ELSS - Tax Saver Fund?

    Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,56,203 in Canara Robeco Aggressive Hybrid Fund (XIRR 8.4% a year) and ₹7,57,519 in Canara Robeco ELSS - Tax Saver Fund (XIRR 8.5% a year). Both received 61 instalments. Past returns do not promise future returns.

    Can I invest in both Canara Robeco Aggressive Hybrid Fund and Canara Robeco ELSS - Tax Saver Fund?

    Yes. 64.1% of each fund's money sits in the same holdings, so a large part of the two investments would move together.

    Who manages Canara Robeco Aggressive Hybrid Fund and Canara Robeco ELSS - Tax Saver Fund?

    Canara Robeco Aggressive Hybrid Fund: Ennette Fernandes / Mr. Shridatta Bhandwaldar / Mr. Avnish Jain / Ms. Suman Prasad. Canara Robeco ELSS - Tax Saver Fund: Vishal Mishra / Mr. Shridatta Bhandwaldar.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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