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Canara Robeco Equity Taxsaver Fund - Direct Plan

ELSS seeking 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.

Suitability

Capital appreciation over long term.

• Investment in equity and equity related securities

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	0.73%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,586
AMC AUM (in Crs.)	₹ 14,583
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	19.65%
Axis Long Term Equity Fund - Direct Plan	500	500	11.75%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	13.58%
L&T Tax Advantage Fund - Direct Plan	500	500	11.05%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	7.55%
Tata India Tax Savings Fund - Direct Plan	500	500	13.94%
Axis Long Term Equity Fund - Direct Plan	500	500	11.75%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	19.12%

Top 10 Holdings

Company	Holding Type	Asset(%)
Infosys Ltd	Equity	9
HDFC Bank Ltd	Equity	7
ICICI Bank Ltd	Equity	7
Treps	Cash - Repurchase Agreement	7
Reliance Industries Ltd	Equity	5
Tata Consultancy Services Ltd	Equity	3
Bajaj Finance Ltd	Equity	3
Larsen & Toubro Ltd	Equity	3
Bharti Airtel Ltd	Equity	2
UltraTech Cement Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	95
Cash - Repurchase Agreement	7
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	28
Technology	15
Consumer Cyclical	12
Industrials	9
Basic Materials	8

Fund Manager

Shridatta Bhandwaldar

2+ years of experience

Vishal Mishra

0+ years of experience

Canara Robeco Mutual Fund

AUM₹14,583 Cr

About

Canara Robeco is a Asset management company is a joint venture between Canara Bank and Robeco, a Dutch asset management company. Canara Robeco is the second oldest mutual fund in the country and was started in December 1987 as Canara Mutual Fund.##Canara Robeco Mutual Fund presents a wide variety of funds in various different categories such as equity, debt and hybrid and income. Being a trusted brand, it strongly believes in providing world class investment services to all its customers. As of June 2018, the Asset Under Management of the company is Rs.1,337,458.48.##The equity shareholding structure comprises of Canara Bank owning 51% shares and Robeco Group owning 49% shares. Being one of the oldest mutual fund companies, it has made its mark in the mutual fund industry through its constant and stable performance across different market capitalization.

crmf@canararobeco.com

Phone

1800-209-2726

Address

Canara Robeco Asset Management Company Limited,Construction House, 4th Floor,,5 Walchand Hirachand Marg, Ballard Estate,, Mumbai - 400 001

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m