Fund Details
Canara Robeco Equity Tax Saver Direct Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.19% |
| NAV | ₹47.74 (25 Jan 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,476 Cr |
Returns
Comparison
1. Exit load is zero
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.1% |
| ICICI Bank Ltd. | Financial | Equity | 8.6% |
| HDFC Bank Ltd. | Financial | Equity | 6.7% |
| Bajaj Finance Ltd. | Financial | Equity | 4.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.3% |
| Reliance Industries Ltd. | Energy | Equity | 3.0% |
| State Bank of India | Financial | Equity | 2.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.9% |
| Asian Paints Ltd. | Chemicals | Equity | 2.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.5% |
Fund Managers
Canara Robeco Equity Tax Saver Direct Dividend Details
Canara Robeco Equity Tax Saver Direct Dividend is a Equity Mutual Fund Scheme launched by Canara Robeco Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Ravi Gopalakrishnan, Yogesh Patil is the Current Fund Manager of Canara Robeco Equity Tax Saver Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,476 Cr and the Latest NAV as of 25 Jan 2021 is ₹47.74.
The Canara Robeco Equity Tax Saver Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
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 scheme may also invest in overseas equity markets like ADRs/GDRs.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
