Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. |
INDMoney rank | 7/23 | 22/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 9103 Cr | 36258 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.53% | 0.8% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | BSE 500 India TR INR | Nifty 500 TR INR |
No of Holdings | 69 | 89 | ||
Top 5 Holdings | HDFC Bank Ltd (7.71%) ICICI Bank Ltd (7.11%) Reliance Industries Ltd (3.91%) Infosys Ltd (3.72%) Bharti Airtel Ltd (3.3%) | HDFC Bank Ltd (8.35%) ICICI Bank Ltd (5.93%) Bajaj Finance Ltd (4.23%) Bharti Airtel Ltd (4.13%) Tata Consultancy Services Ltd (3.04%) | ||
No of Sectors | 11 | 11 | ||
Top 3 Sectors | Financial Services (29.39%) Consumer Cyclical (15%) Industrial (12.5%) | Financial Services (31.71%) Consumer Cyclical (14.56%) Industrial (11.04%) | ||
Equity % | 96.27% | 95.91% | ||
Debt % | - | - | ||
P/E | 27.23 | 31.23 | ||
P/B | 4.43 | 5.24 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.73% | 0.83% | ||
3-Month Return | 15.46% | 12.29% | ||
6-Month Return | 7.18% | 7.47% | ||
1-Year Return | 5.11% | 5.91% | ||
3-Year Return | 19.98% | 17.47% | ||
5-Year Return | 23.67% | 17.81% |
Sharpe | 1.06 | 0.86 | ||
Alpha | 0.91 | -1.11 | ||
Beta | 0.94 | 0.96 | ||
Standard Deviation | 13.39 | 14.77 | ||
Information Ratio | 0.05 | -0.35 |
Description | Canara Robeco ELSS Tax Saver Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | Axis ELSS Tax Saver Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Vishal Mishra,Shridatta Bhandwaldar | Ashish Naik,Shreyash Devalkar |