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 |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 1,538.48 Cr As on (31-01-2021) |
Turn over: 162.00 |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth | 30.1 | 16.33 | 19.52 | 14.51 | 19.97 |
S&P BSE 100 TRI | 6.97 | 6.34 | 13.74 | 10.47 | 8.93 |
Equity: ELSS | 23.9 | 8.71 | 15.99 | 13.36 | 14.17 |
Shridatta Bhandwaldar
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.
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.
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 | - | - | - | - | - | - |
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 | 30.1 | 24.68 | 16.33 | 19.52 | 14.51 |
Quant Tax Plan-Growth | 01-04-2000 | 62.64 | 32.86 | 17.6 | 23.12 | 13.43 |
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth | 26-12-2008 | 34.94 | 20.22 | 8.34 | 17.92 | 14.93 |
Mirae Asset Tax Saver Fund-Regular Plan-Growth | 05-12-2015 | 34.22 | 23.8 | 14.94 | 23.3 | 0.0 |
Parag Parikh Tax Saver Fund- Regular Growth | 05-07-2019 | 32.89 | 0.0 | 0.0 | 0.0 | 0.0 |
BOI AXA Tax Advantage Fund-Regular Plan- Growth | 25-02-2009 | 29.69 | 28.69 | 11.82 | 19.14 | 14.11 |
PGIM India Long Term Equity Fund - Regular Plan - Growth Option | 11-12-2015 | 29.42 | 17.67 | 9.62 | 15.34 | 0.0 |
Principal Tax Savings Fund | 31-03-1996 | 28.4 | 16.71 | 6.67 | 17.52 | 14.39 |
Principal Personal Tax Saver Fund | 31-03-1996 | 28.19 | 16.41 | 6.78 | 13.75 | 10.65 |
Quantum Tax Saving Fund - Regular Plan Growth Option | 01-04-2017 | 27.97 | 10.69 | 6.99 | 0.0 | 0.0 |