Canara Robeco Equity Tax Saver Direct Growth-1.09%

12.27%
1 Year Return
Equity
ELSS
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Canara Robeco Equity Tax Saver Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.21%
NAV78.00 (28 Oct 2020)
Fund Started02 Jan 2013
Fund Size1,181 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Canara Robeco Equity Tax Saver Direct Growth
12.3%
9.8%
11.0%
12.9%
Category Average
1.8%
1.5%
7.2%
-
Rank within category
4
1
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 12.3% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity9.2%
    Reliance Industries Ltd.EnergyEquity8.9%
    ICICI Bank Ltd.FinancialEquity5.6%
    HDFC Bank Ltd.FinancialEquity5.0%
    Tata Consultancy Services Ltd.TechnologyEquity3.8%
    Bajaj Finance Ltd.FinancialEquity3.5%
    Hindustan Unilever Ltd.FMCGEquity3.0%
    Divi's Laboratories Ltd.HealthcareEquity2.9%
    Voltas Ltd.Cons DurableEquity2.3%
    HDFC Life Insurance Co Ltd.FinancialEquity2.2%
    See All

    Fund Managers

    addKrishna Sanghvi
    Education
    Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.
    Experience
    Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd..
    Funds Managed
    addShridatta Bhandwaldar
    Education
    Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).
    Experience
    Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).
    Funds Managed

    Canara Robeco Equity Tax Saver Direct Growth Details

    Canara Robeco Equity Tax Saver Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,181 Cr and the Latest NAV as of 28 Oct 2020 is ₹78.00.

    The Canara Robeco Equity Tax Saver Direct Growth 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%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Canara Robeco Mutual Fund

    Address
    Construction House, 4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
    Phone
    022 66585000
    Launch Date
    19 Dec 1987
    Website
    NA
    Canara Robeco Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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