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Canara Robeco Equity Taxsaver Fund - Direct Plan - Dividend Option

(Erstwhile Canara Robeco Equity Taxsaver - Direct Plan - Dividend Option)

Category: Equity: ELSS
Launch Date: 02-01-2013
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.52% As on (31-10-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 852.81 Cr As on (30-11-2018)
Turn over: 182%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 100 TRI 9.23%

PERFORMANCE of Canara Robeco Equity Taxsaver Fund - Direct Plan - Dividend Option

Scheme Performance (%)

Data as on - 12-12-2018

Yearly Performance (%)

Fund Managers

Mr. Yogesh Patil

Mr. Patil is an MBA (Finance). Prior to joining Canara Robeco he has worked with Sahara Mutual Fund and Religare Enterprise Limited.

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 - Direct Plan - Dividend Option

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 - Direct Plan - Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Equity Taxsaver Fund - Direct Plan - Dividend Option 14.82 0.63 -1.56 0.96 - 0.01
Equity: ELSS

PEER COMPARISION of Canara Robeco Equity Taxsaver Fund - Direct Plan - Dividend Option

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Data as on - 12-12-2018
Scheme Name Launch
Date
1-Year
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Canara Robeco Equity Taxsaver Fund - Direct Plan - Dividend Option

Asset Allocation (%)

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