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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: 2.34% As on (30-09-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 848.46 Cr As on (30-09-2018)
Turn over: 173%
NAV as on 19-11-2018

60.42

0.21 (0.3476%)

CAGR Since Inception

19.64%

S&P BSE 100 TRI 9.19%

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

Scheme Performance (%)

Data as on - 19-11-2018

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 - 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 - 0.01
Equity: ELSS - - - - - -

PEER COMPARISION of Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth

Period
Data as on - 19-11-2018
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 5.28 15.01 10.39 14.85 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 4.29 16.57 11.38 20.45 0.0
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 4.2 12.5 9.79 16.56 21.31
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 2.54 17.29 12.96 14.98 17.17
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 1.68 14.31 10.7 14.88 15.14
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 1.34 0.0 0.0 0.0 0.0
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 1.15 19.7 0.0 0.0 0.0
Invesco India Tax Plan - Growth 29-12-2006 1.07 15.24 11.66 18.74 20.56
Indiabulls Tax Savings Fund-Regular Plan-Growth Option 20-12-2017 0.0 0.0 0.0 0.0 0.0
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 -1.1 14.6 13.95 16.6 19.3

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

Asset Allocation (%)

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