Canara Robeco Equity Tax Saver Regular Growth+0.08%

5
20.05%
1 Year Return
Equity
ELSS
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Canara Robeco Equity Tax Saver Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.26%
NAV73.45 (18 Sep 2020)
Fund Started02 Feb 2009
Fund Size1,122 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Canara Robeco Equity Tax Saver Regular Growth
20.1%
8.7%
10.4%
14.3%
Category Average
14.4%
1.5%
10.7%
-
Rank within category
3
2
2
-
*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 20.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Exit load is zero
    Cons
    1. Higher expense ratio
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity8.9%
    Reliance Industries Ltd.EnergyEquity8.8%
    HDFC Bank Ltd.FinancialEquity6.5%
    ICICI Bank Ltd.FinancialEquity5.7%
    Tata Consultancy Services Ltd.TechnologyEquity4.6%
    Hindustan Unilever Ltd.FMCGEquity4.2%
    Divi's Laboratories Ltd.HealthcareEquity4.0%
    Bajaj Finance Ltd.FinancialEquity3.7%
    HDFC Life Insurance Co Ltd.FinancialEquity2.4%
    PI Industries Ltd.ChemicalsEquity2.1%
    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 Canara Robeco AMC he has worked with 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 Regular Growth Details

    Canara Robeco Equity Tax Saver Regular Growth is a Equity Mutual Fund Scheme launched by Canara Robeco Mutual Fund. This scheme was made available to investors on 02 Feb 2009. Ravi Gopalakrishnan, Yogesh Patil is the Current Fund Manager of Canara Robeco Equity Tax Saver Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,122 Cr and the Latest NAV as of 18 Sep 2020 is ₹73.45.

    The Canara Robeco Equity Tax Saver Regular 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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