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Canara Robeco Equity Tax Saver Fund Direct Growth

Equity | Tax Savings

(NAV as of 29/11/2024)
192.53 (0.64)

3Y Returns

15.75%

Min SIP

500

Min Lumpsum

500

Expense Ratio

0.56%

Fund Size

7033 Cr

Inception Date

01-Jan-13

Fund Manager

Vishal Mishra

Exit Load

Nil.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.77%

Debt & Others

3.23%

Market Cap Allocation

Large Cap

69.06%

Mid Cap

16.75%

Small Cap

10.96%

Other Cap

3.23%

Sector Allocation

Banks

17.93%

Internet and Technology

10.80%

Automobiles

8.96%

Finance

7.24%

Petroleum Products

4.39%

Top Ten Holdings

HDFC Bank Ltd

6.82%

ICICI Bank Ltd

5.79%

Infosys Ltd

5.13%

Reliance Industries Ltd

4.39%

TREPS

3.70%

Investment Objective

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.

Fund House Detail

AMC Name

Canara Robeco Asset Management Company Limited

Address

Contruction House, 4th Floor,5 Walchand Hirachand Marg, Ballard Estate,Mumbai - 400 001

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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