CANARA ROBECO ELSS TAX SAVER - REGULAR PLAN - GROWTH OPTION
(Erstwhile Canara Robeco Equity Taxsaver - Regular Plan - Growth)
Fund House: Canara Robeco Mutual Fund| Category: Equity: ELSS |
| Launch Date: 05-02-2009 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 1.69% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 9,102.87 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 32% | Exit Load: Nil |
172.19
-0.3 (-0.1742%)
18.49%
Benchmark: 12.4%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 7 Months
5 Years 4 Months
8 Years 1 Months
12 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
ELSS seeking to provide long term capital appreciation by predominantly investing in equities to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.55 |
| Sharpe Ratio | 0.78 |
| Alpha | -0.78 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| CANARA ROBECO ELSS TAX SAVER - REGULAR PLAN - GROWTH OPTION | 05-02-2009 | 0.25 | 16.04 | 13.91 | 19.75 | 13.88 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 7.54 | 22.26 | 18.11 | 21.72 | 12.98 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 6.75 | 21.66 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 5.6 | 19.41 | 18.11 | 21.91 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 4.35 | 22.54 | 21.13 | 24.53 | 13.39 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 2.74 | 15.59 | 14.78 | 20.37 | 13.52 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 2.7 | 12.28 | 12.73 | 19.25 | - |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 2.43 | 13.27 | 12.92 | 18.81 | 11.27 |
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 05-01-2006 | 2.28 | 19.6 | 16.92 | 18.34 | 11.74 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 2.26 | 17.35 | 15.43 | 20.55 | 12.8 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.06%
Others
3.6%
Large Cap
69.43%
Mid Cap
16.85%
