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: 2.28% As on (30-06-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 992.26 Cr As on (30-06-2020) |
| Turn over: 170.00 |
69.42
0.66 (0.9507%)
17.9%
S&P BSE 100 TRI 6.68%
PERFORMANCE of Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 06-08-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth | 12.0 | 7.31 | 7.44 | 10.48 | 17.9 |
| S&P BSE 100 TRI | -14.51 | -2.43 | 2.68 | 6.72 | 6.68 |
| Equity: ELSS | 3.43 | 0.98 | 4.88 | 9.32 | 10.8 |
Yearly Performance (%)
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
| 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 | 12.0 | 4.35 | 7.31 | 7.44 | 10.48 |
| Quant Tax Plan-Growth | 01-04-2000 | 21.05 | 6.42 | 6.22 | 12.13 | 7.58 |
| BOI AXA Tax Advantage Fund-Regular Plan- Growth | 25-02-2009 | 20.56 | 0.39 | 6.22 | 7.41 | 9.47 |
| Parag Parikh Tax Saver Fund- Regular Growth | 05-07-2019 | 15.73 | 0.0 | 0.0 | 0.0 | 0.0 |
| Shriram Long Term Equity Fund - Regular Growth | 18-01-2019 | 10.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Union Long Term Equity Fund - Growth Option | 23-12-2011 | 9.82 | 1.43 | 3.7 | 3.16 | 0.0 |
| Invesco India Tax Plan - Growth | 29-12-2006 | 7.9 | -0.56 | 4.74 | 6.84 | 11.52 |
| UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option | 01-08-2005 | 7.67 | -0.69 | 2.21 | 4.83 | 8.31 |
| BNP Paribas Long Term Equity Fund - Growth Option | 05-01-2006 | 7.46 | 2.99 | 3.28 | 4.81 | 11.16 |
| Taurus Tax Shield- Regular Plan - Growth Option | 31-03-1996 | 6.84 | -1.72 | 3.57 | 6.4 | 8.26 |