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

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

Buy
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 (%)

Nav Movement

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

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

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 (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Mf Online Inc (with ARN code 160300) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

BSE
Member Code: 32262
AMFI
ARN: 160300