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  • Canara Robeco Mutual Funds
  • Canara Robeco Equity Taxsaver fund (Growth)
Canara Robeco Mutual Funds

Canara Robeco Equity Taxsaver fund (Growth)

EquityTax Saving

Top Ranked

120.82

NAV (Dec 06)

16.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

120.82

NAV (Dec 6)

Fund Returns

Last 1Y

6.6%

Last 3Y

21.8%

Last 5Y

16.2%

Last 10Y

15%

Since Inception

19.7%

6 Month CAGR

13.6%

Scheme Information

Investment Objective

ELSS seeking to provide long term capital appreciation by predominantly investing in equities to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act,1961. However,there can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio

2

Launched (13y ago)

Feb 02, 2009

AUM in Crores

4407.328

ISIN

INF760K01100

Lock-in

3

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

20.4

Standard Deviation (5yr)

18.3

Beta (3yr)

0.86

Beta (5yr)

0.9

Sharpe Ratio (3yr)

0.866

Sharpe Ratio (5yr)

0.629

YTM

0

Fund Managers

Vishal Mishra

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-06

Top Stock Holdings

icici bank ltd

8.1%
8.1%

infosys ltd

6.7%
6.7%

hdfc bank ltd

6.4%
6.4%

reliance industries ltd

4.2%
4.2%

axis bank ltd

4%
4%
See all holdings

Allocation by Sector

financial services

32.3%
32.3%

consumer cyclical

15.7%
15.7%

technology

9.7%
9.7%

basic materials

9.1%
9.1%

industrials

9.1%
9.1%
See all sectors

Compare Canara Robeco Equity Taxsaver fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 62,532 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 22 equity,41 debt and 8 hybrid funds.

amc-img

  • 022-66585000
  • crmf@canararobeco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.7%

    17.2%

    17.2%

    12.6%

    13.7%

    11.5%

    18.1%

    16.6%

    18.1%

    16.6%

    Canara Robeco Equity Taxsaver fund (G) Review

    Canara Robeco Equity Taxsaver fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 19.7% over a period of 13 years. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Shridatta Bhandwaldar, Vishal Mishra.

    Nav of Canara Robeco Equity Taxsaver fund (G) as of 12/6/2022 is ₹120.82 with the total AUM as of 12/7/2022 is ₹4407.328. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Equity Taxsaver fund (G) was launched on Feb 02, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Canara Robeco Equity Taxsaver fund (G) is ₹500 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

    Canara Robeco Equity Taxsaver fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

    Canara Robeco Equity Taxsaver fund (G) is rated as a 4 fund in Equity and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Equity Taxsaver fund (G).

    Frequently Asked Questions

    What is Canara Robeco Equity Taxsaver fund (G)?

    Canara Robeco Equity Taxsaver fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Canara Robeco Equity Taxsaver fund (G)?

    You can invest in Canara Robeco Equity Taxsaver fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Canara Robeco Equity Taxsaver fund (G)?

    The minimum sip amount for Canara Robeco Equity Taxsaver fund (G) is ₹500. You can invest in multiples of ₹500.

    Is Canara Robeco Equity Taxsaver fund (G) good to invest in?

    As per Scripbox experts, Canara Robeco Equity Taxsaver fund (G) is a Top Ranked fund. You can investCanara Robeco Equity Taxsaver fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Canara Robeco Equity Taxsaver fund (G)?

    The expense ratio of the Canara Robeco Equity Taxsaver fund (G) is 2% for regular plan.