• Mutual Funds
  • Canara Robeco Mutual Fund
  • Canara Robeco ELSS Tax Saver (G)
Canara Robeco Mutual Funds

Canara Robeco ELSS Tax Saver (G)

EquityTax Saving

177.43

NAV (Oct 04)

22.784%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Good

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

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

177.43

NAV (Oct 4)

Fund Returns

Last 1Y
37.5%
Last 3Y
15.2%
Last 5Y
22.8%
Last 10Y
15.5%
Since Inception
15.6%
6 Month CAGR
16%

Scheme Information

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.

Expense Ratio
1.69
Launched (0y ago)
1.69
AUM in Crores
9048.8
ISIN
INF760K01100
Lock-in
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
12.5
Beta
0.9
Sharpe Ratio
1
YTM
-
Fund Managers

Shridatta Bhandwaldar

Fund Manager

Vishal Mishra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco ELSS Tax Saver (G)70%13,13,252 5,80,64022.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-12-21

Top Stock Holdings

HDFC Bank Ltd.

5.7%
5.71%

ICICI Bank Ltd.

5.7%
5.65%

Reliance Industries Ltd.

4.9%
4.85%

Infosys Ltd.

4.7%
4.65%

Others

3.7%
3.7%
See all holdings

Allocation by Sector

Financial

24.54%
24.54%

Technology

10.91%
10.91%

Automobile

8.21%
8.21%

Energy

7.5%
7.5%

Consumer Staples

7.31%
7.31%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Canara Robeco Mutual Fund

Canara Robeco Asset Management Company was set up in 1987 with a joint venture between Canbank Mutual Fund and Robeco Groep N.V. The Compnay offers wide rage of products in debt, equity, hybrid funds.amc-img
phone-img022-22621371/ 66585000 / 665850010
Fund NameScripbox Opinion
Till Date CAGR

19.822%

17.553%

12.812%

12.94%

22.679%

28.451%

31.343%

16%

14.018%

13.828%

Canara Robeco ELSS Tax Saver (G) Review

Canara Robeco ELSS Tax Saver (G) is a Equity Equity fund and has delivered an annualised return of 15.552% over a period of NaN years. The fund is managed by Canara Robeco Mutual Fund. The fund managers are Shridatta Bhandwaldar, Vishal Mishra.

Nav of Canara Robeco ELSS Tax Saver (G) as of 10/4/2024 is ₹177.43 with the total AUM as of 10/7/2024 is ₹9048.8285. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco ELSS Tax Saver (G) was launched on . The category risk of the fund is Below Average.

The minimum SIP amount for Canara Robeco ELSS Tax Saver (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 ELSS Tax Saver (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 BSE 500 Total Return Index.

Canara Robeco ELSS Tax Saver (G) is rated as a 2 fund in Equity and delivered 37.529% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco ELSS Tax Saver (G).

Frequently Asked Questions

What is Canara Robeco ELSS Tax Saver (G)?

Canara Robeco ELSS Tax Saver (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Canara Robeco ELSS Tax Saver (G)?

You can invest in Canara Robeco ELSS Tax Saver (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 ELSS Tax Saver (G)?

The minimum sip amount for Canara Robeco ELSS Tax Saver (G) is ₹500. You can invest in multiples of ₹500.

Is Canara Robeco ELSS Tax Saver (G) good to invest in?

As per Scripbox experts, Canara Robeco ELSS Tax Saver (G) is a 2 fund. You can investCanara Robeco ELSS Tax Saver (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 ELSS Tax Saver (G)?

The expense ratio of the Canara Robeco ELSS Tax Saver (G) is 1.69% for regular plan.