Mutual Fund- 

Canara Robeco Equity Tax Saver Fund

By Rajendra

Apr 26, 2023

image credit -Unsplash

Scheme Analysis

Category 

ELSS- Tax Saver

Inception

Mar 31, 1993

Benchmark

BSE 500

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AUM  - 4,923 Cr

Fund Manager

Vishal Mishra & Shridatta Bhandwaldar 

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Canara Robeco Equity Tax Saver Fund

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SIP Performance

Exit Load

upto 12 month - 1%

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As on  3 Apr 2023

1 Year

3 Year

5 Year

Period

Value

11,949

43,635

87,196

Returns

-0.78%

12.86%

14.97%

Monthly SIP of 1,000

Portfolio has a blend of Large, Mid & Small Cap stocks

Potential for capital appreciation

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Market Cap Exposure

Large Cap

Mid Cap

75.13%

17.32%

Canara Robeco Equity Tax Saver Fund

Small Cap

2.41%

- No Sector or Theme bias

- Flexible investment strategy - Growth style of Investing

Top 5 Holding

HDFC Bank

ICICI Bank

Infosys

Reliance

SBI

7.30

7.17

5.76

5.50

3.82

Total  -29.55

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  3 Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-1.18%

28.94%

14.14%