Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth

Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth

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Category: Equity: ELSS
Launch Date: 02-02-2009
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.29% As on (31-01-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,538.48 Cr As on (31-01-2021)
Turn over: 162.00
NAV as on 05-03-2021

95.53

-1.49 (-1.5597%)

CAGR Since Inception

20.11%

S&P BSE 100 TRI 8.93%

PERFORMANCE of Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 05-03-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 37.14 17.7 18.37 14.4 20.11
S&P BSE 100 TRI 12.27 6.52 12.14 10.04 8.93
Equity: ELSS 31.48 10.27 15.15 13.25 14.53

Yearly Performance (%)

Nav Movement

Fund Managers

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 Taxsaver Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

Key Performance and Risk Statistics of Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 14.8 0.29 -2.23 0.99 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth

Period
Data as on - 05-03-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 02-02-2009 37.14 24.19 17.7 18.37 14.4
Quant Tax Plan-Growth 01-04-2000 70.42 32.13 19.42 22.21 13.5
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 45.09 19.15 9.86 17.12 14.89
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 42.61 23.97 16.94 22.34 0.0
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 39.3 28.54 12.94 18.58 13.89
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 37.9 0.0 0.0 0.0 0.0
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 37.0 11.02 8.51 0.0 0.0
PGIM India Long Term Equity Fund - Regular Plan - Growth Option 11-12-2015 36.57 17.77 11.06 14.6 0.0
SBI LONG TERM EQUITY FUND - REGULAR PLAN- GROWTH 31-03-1993 36.05 15.89 9.32 12.99 12.42
Union Long Term Equity Fund - Growth Option 23-12-2011 35.47 21.02 12.85 13.64 0.0

PORTFOLIO ANALYSIS of Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth

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.

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Member Code: 32262
AMFI
ARN: 160300