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Canara Robeco Equity Tax Saver Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
60.110 0.02 (0.03%)

NAV as on 21 Jun, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Canara Robeco Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Mar 2018) up from Rank 5 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Canara Robeco Equity Tax Saver has been renamed as Canara Robeco Equity Tax Saver Fund w.e.f. May 11, 2018
Benchmark Index:
 
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Returns (NAV as on 21 Jun, 2018)

Period Returns (%) Rank #
1 mth 1.9 11
3 mth 5.0 10
6 mth 0.6 14
1 year 9.6 34
2 year 15.6 58
3 year 9.7 64
5 year 16.7 61

# Moneycontrol Rank within 117 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.3 - - - -
2017 11.4 5.5 1.9 8.2 31.2
2016 -6.1 6.0 6.3 -8.5 -0.7
2015 4.7 -4.1 -4.0 1.2 0.4
2014 5.6 19.2 6.9 7.8 45.2
2013 -6.6 0.6 -1.9 11.2 4.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.9 5.0 0.6 9.6 15.6 9.7 16.7
Category avg -0.8 1.3 -4.0 6.8 13.5 8.7 12.4
Difference of Fund returns and Category returns 2.7 3.7 4.6 2.8 2.1 1.0 4.3
Best of category 3.9 8.2 5.1 19.4 26.4 19.3 25.5
Worst of category -5.0 -6.2 -17.5 -6.5 9.7 3.5 7.8
Benchmark returns # 2.1 4.8 0.9 10.7 15.0 9.3 14.3
Difference of Fund returns and Benchmark returns -0.2 0.2 -0.3 -1.1 0.6 0.4 2.4
Canara Robeco Equity Tax Saver Fund - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 03, 0993
Benchmark S&P BSE 100
Asset Size (Rs cr) 813.70 (Mar-31-2018)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Yogesh Patil / Ravi Gopalakrishnan
View performance of schemes managed by the Fund Manager
Notes Canara Robeco Equity Tax Saver has been renamed as Canara Robeco Equity Tax Saver Fund w.e.f. May 11, 2018

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Construction House, 4th Floor, Walchand Hirachand Marg, Ballard Pier, Mumbai, 400001
Tel. No. 91 22 66585000 - 10
Fax No. 91 22 66585011-14
Email crmf@canararobeco.com
Website http://www.canararobeco.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 3
14,939.31 7.9 4.0 16.1 12.5 24.1
Axis Long Term Equity - Direct (G) Rank 3
1,176.21 8.2 4.5 17.4 13.8 25.5
Reliance Tax Saver (ELSS) (G) Rank 5
9,729.27 -3.9 -17.5 -3.0 7.5 20.6
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
706.48 -3.7 -17.1 -2.0 8.4 21.6
HDFC Tax Saver - Direct (G) Rank 4
521.59 0.3 -9.2 2.6 10.1 18.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 78.91 9.19
Reliance Oil & Gas 53.76 6.26
TCS Technology 52.41 6.11
IndusInd Bank Banking/Finance 40.32 4.70
Bajaj Finance Banking/Finance 39.46 4.60
HDFC Banking/Finance 37.58 4.38
Larsen Engineering 36.25 4.22
Maruti Suzuki Automotive 35.17 4.10
Titan Company Miscellaneous 33.30 3.88
Shriram Trans Banking/Finance 30.83 3.59

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 30.95 29.02 29.02
Automotive 10.38 6.89 6.89
Engineering 8.27 4.67 4.67
Technology 7.11 5.90 5.90
Oil & Gas 6.26 10.21 10.21
Chemicals 6.08 4.99 4.99

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 97.54
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.91
Cash / Call 0.55

View All

Concentration

Holdings (%)
Top 5 30.86
Top 10 51.03
Sector (%)
Top 3 49.60

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