Mutual Fund- 

Canara robeco equity tax saver fund

By Rajendra

Sep 30, 2022

image credit -Unsplash

Scheme Analysis

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Canara Robeco Equity Tax Saver Fund

Category 

ELSS

Inception

Mar 31, 1993

Benchmark

BSE 500

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AUM  - 4,198 Cr

Fund Manager

Vishal Mishra

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

68.04%

25.28%

Canara Robeco Equity Tax Saver Fund

Small Cap

2.89%

- No Sector or Theme bias

- Flexible investment strategy - Growth style of Investing

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

Reliance

SBI

8.32

6.63

6.01

4.39

3.58

Total  -28.93

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Scheme Performance

Exit Load

Upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

3.33%

23.77%

16.01%

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SIP Performance

Exit Load

Upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,501

50,759

97,031

Returns

7.88%

23.70%

19.33%

Monthly SIP of 1,000