Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option

Category: Equity: ELSS
Launch Date: 05-02-2009
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 1.75% As on (31-08-2023)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,981.03 Cr As on (31-08-2023)
Turn over: 25

NAV as on 27-09-2023

130.61 0.53 (0.4058%)

CAGR Since Inception

18.83%

S&P BSE 500 TRI 13.04%

PERFORMANCE of Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 27-09-2023

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option	14.97	22.62	16.44	16.56	18.83
S&P BSE 500 TRI	18.61	25.19	14.95	15.94	13.04
Equity: ELSS	19.7	24.11	14.27	16.57	14.21

Yearly Performance (%)

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Fund Managers

Vishal Mishra, Shridatta Bhandwaldar

Investment Objective

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 schme may also invest in overseas equity markets like ADRs/GDRs.

RETURNS CALCULATOR for Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option	20.38	0.29	-2.23	0.99	-	-
Equity: ELSS	-	-	-	-	-	-

PEER COMPARISION of Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 27-09-2023

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option	05-02-2009	14.97	5.82	22.62	16.44	16.56
SBI Long Term Equity Fund - Regular Plan- Growth	31-03-1993	32.56	15.29	28.53	16.65	16.52
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option	05-01-2015	26.49	9.42	27.21	14.51	0.0
JM Tax Gain Fund (Regular) - Growth option	31-03-2008	24.56	8.95	27.08	17.02	18.35
HDFC Taxsaver - Growth Plan	05-03-1996	24.2	14.09	28.55	13.39	15.74
BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth	25-02-2009	24.12	8.44	26.38	19.67	17.93
Franklin India Taxshield-Growth	05-04-1999	23.73	11.17	29.33	14.01	16.47
BANDHAN Tax Advantage (ELSS) Fund - Regular Plan - Growth	26-12-2008	23.61	11.88	31.41	16.93	18.59
Taurus Taxshield - Regular Plan - Growth	31-03-1996	23.16	9.54	21.06	12.3	14.96
ITI Long Term Equity Fund - Regular Plan - Growth Option	18-10-2019	22.54	5.13	19.22	0.0	0.0

PORTFOLIO ANALYSIS of Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option

Asset Allocation (%)