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NAV as of ( Sep 09, 2022 )
₹ 128.59 0.4 % 1-D Change
Returns
16.16% p.a.
You get upto 1.32% extra returns
ET Money's Fund Report Card - Canara Robeco Equity Tax Saver Fund
ET Money Rank
3
Out of 26
Performance Quality
Very Good
Generated returns consistently
4/5
Increased returns for each unit of additional risk
4/5
Downside Protection
Very Good
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
4/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | 3 Out of 26 |
| VRO Rating | |
| Expense ratio | 0.6% As on Jul 31, 2022 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 4,198 Crs |
| Lock-in | 3 Years |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | S&P BSE 500 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 500 |
About Canara Robeco Equity Tax Saver Fund
Canara Robeco Equity Tax Saver Direct- Growth is a ELSS mutual fund scheme from
Canara Robeco Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Canara Robeco Equity Tax Saver Direct- Growth has ₹4,198 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.6%, which is less than what most other
Elss
funds charge.
.....
- Canara Robeco Equity Tax Saver Direct- Growth returns of last 1-year are 4.50%. Since launch, it has delivered 16.17% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Canara Robeco Equity Tax Saver Direct- Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
- The fund has the majority of its money invested in Financial, Technology, Capital Goods, Automobile, Healthcare sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
- The fund's top 5 holdings are in ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Reliance Industries Ltd., State Bank of India.
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 68.03%
Mid Cap 25.27%
Small Cap 2.89%
Other Cap 0%
Allocation by Sector
Financial 30.06%
Technology 9.3%
Capital Goods 8.12%
Automobile 8.08%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Repo 3.98%
Other Holdings
Others 3.98%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with elss Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Tax Plan | 23.64% | ||
| Canara Robeco Equity Tax Saver Fund | 17.09% | ||
| Mirae Asset Tax Saver Fund | 16.32% | ||
| IDFC Tax Advantage (ELSS) Fund | 14.28% | ||
| Kotak Tax Saver Fund | 14.19% | ||
| PGIM India ELSS Tax Saver Fund | 13.96% | ||
| Nippon India Tax Saver (ELSS) Fund | 6.23% | ||
| Franklin India Taxshield Fund | 11.93% | ||
| UTI Long Term Equity Fund | 13.35% | ||
| Sundaram Tax Savings Fund | 12.02% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.32% | 2.42% | 13 / 24 |
| 3 months | 17.24% | 15.89% | 6 / 24 |
| 6 months | 8.96% | 8.42% | 11 / 24 |
| 1 year | 4.33% | 5.34% | 14 / 24 |
| 3 years | 26.03% | 21.71% | 3 / 24 |
| 5 years | 17.09% | 12.68% | 2 / 23 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Canara Robeco Equity Tax Saver Fund
EQUITY ELSS
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 scheme may also invest in overseas equity markets like ADRs/GDRs.
- Std. Dev : 20.32
- Alpha : 5.28
- Beta : 0.87
- Sharpe : 1.05
- Sortino : 1.15
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Shridatta Bhandwaldar
Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).
Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).
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Vishal Mishra
Mr. Mishra is a B. Com, A.C.A.
He has more than 10 yrs of experience in the areas of equity research & credit research. Presently he is associated with Daiwa Asset Mgt (India) Pvt. Ltd for the past four years. His previous assignment was with Collins Stewart India Pvt. Ltd. as Asst. Vice President Research. He was also been associated with IL&FS Investment Ltd, Crisil Ltd and Quantum Information Services Ltd.
Canara Robeco Mutual Fund
TOTAL AUM:
₹49,253 Crs
As on Jun 30, 2022
- Phone: 022-22621371/ 66585000 / 665850010
-
Address: 4th Floor - Construction House,
5 - Walchand Hirachand Marg,
Mumbai, 400001
