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Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth

(Erstwhile Canara Robeco Equity Taxsaver - Regular Plan - Growth)

Category: Equity: ELSS
Launch Date: 31-03-1993
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.3% As on (29-02-2020)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,036.37 Cr As on (29-02-2020)
Turn over: 159.00
NAV as on Fri Mar 27 00:00:00 IST 2020

54.04

-0.11 (-0.2036%)

CAGR Since Inception

15.9%

S&P BSE 100 TRI 6.24%

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

Scheme Performance (%) Data as on - 27-03-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth -16.57 2.42 3.09 8.81 15.9
S&P BSE 100 TRI -23.99 -1.16 2.01 6.41 6.24
Equity: ELSS -23.05 -3.23 1.17 7.43 7.28

Yearly Performance (%)

Fund Managers

Mr. Yogesh Patil

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

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 - 27-03-2020
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 31-03-1993 -16.57 -3.31 2.42 3.09 8.81
ITI Long Term Equity Fund - Regular Plan - Growth Option 18-10-2019 0.0 0.0 0.0 0.0 0.0
Parag Parikh Tax Saver Fund- Regular Growth 18-07-2019 0.0 0.0 0.0 0.0 0.0
Axis Long Term Equity Fund - Regular Plan - Growth 29-12-2009 -9.02 -1.4 4.69 5.13 13.8
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 -9.18 -9.37 2.62 3.38 6.93
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 -12.27 -4.96 0.75 2.05 9.65
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 -14.48 0.0 0.0 0.0 0.0
IDBI Equity Advantage Fund - Growth Regular 10-09-2013 -15.2 -7.96 -0.66 1.42 0.0
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 -17.3 -7.15 0.46 1.62 7.03
Invesco India Tax Plan - Growth 29-12-2006 -18.94 -6.92 0.58 3.05 10.11

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

Asset Allocation (%)