Fund Insights
In the last 1 year, HDFC TaxSaver -Direct Plan - Growth Option has given 11.07% return, outperforming this fund by 11.02%
In the last 3 years, Quant Tax Plan Growth Option Direct Plan has given 35.77% return, outperforming this fund by 16.64%
In the last 5 years, Quant Tax Plan Growth Option Direct Plan has given 20.93% return, outperforming this fund by 6.57%
Canara Robeco Equity Taxsaver Direct Plan Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Shridatta Bhandwaldar, Vishal Mishra. The fund could potentially beat inflation in the long-run.
1) Canara Robeco Equity Taxsaver Direct Plan Growth Option has a NAV of ₹122.74 as on 30-01-2023.
2) Canara Robeco Equity Taxsaver Direct Plan Growth Option has ₹4559 Cr worth of assets under management (AUM) as on 30-11-2022 and is more than category average.
3) The fund has an expense ratio 0.61 %.
Expense ratio | 0.61% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹4559 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 57.14% |
Canara Robeco Equity Taxsaver Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | -3.79% | -3.79% |
6 Month Returns | 3.19% | 3.19% |
1 Year Returns | 0.05% | 0.05% |
3 Years Returns | 69.06% | 19.13% |
5 Years Returns | 95.6% | 14.36% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Canara Robeco Equity Taxsaver Direct Plan Growth Option | -3.52 | 4.43 | 3.92 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Canara Robeco Equity Taxsaver Direct Plan Growth Option | 0.92 | 0.87 | 0.9 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Canara Robeco Equity Taxsaver Direct Plan Growth Option | -0.17 | 0.84 | 0.61 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Canara Robeco Equity Taxsaver Direct Plan Growth Option | 15.32 | 20.56 | 18.4 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.