Last NAV: 64.62

CANARA ROBECO EQUITY TAX SAVER FUND - REGULAR PLAN   -   Growth

INVESTMENT OBJECTIVE : The scheme seeks to achieve long term capital appreciation by predominantly investing in equities. It also offers tax benefits under Section 80C. The investments may be made in primary as well as secondary markets and scheme may also invest in overseas equity markets like ADRs/GDRs.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
19.04% 14.47% 15.29% 12.05% 4.70% 6.72%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
1.21 1.78 0.83 15.70% -22.82% 59.84%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   850.96   Cr.
Inception Date 02/02/2009
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2009 0.00 -2.88 7.11 17.90 35.92 -1.38 7.82 5.04 7.11 -4.96 5.27 4.81 109.12
2010 -1.65 0.00 8.87 4.41 -2.30 3.57 2.27 3.53 6.59 -1.08 -2.47 1.42 24.92
2011 -7.94 -3.11 6.38 1.47 -1.37 1.66 0.38 -6.18 -1.86 3.46 -6.21 -3.31 -16.27
2012 8.16 4.95 0.35 -0.27 -4.71 6.77 -1.10 0.31 7.65 -0.46 4.86 0.89 29.97
2013 0.78 -5.63 -0.99 3.33 0.62 -2.86 -1.21 -3.63 4.10 9.35 -1.60 3.86 5.33
2014 -4.36 2.92 7.29 -0.09 11.15 7.22 1.30 4.53 1.52 4.10 4.92 -1.65 45.19
2015 6.31 -0.27 -1.06 -4.76 3.23 -1.24 4.66 -7.17 0.09 1.11 0.68 -0.24 0.60
2016 -6.12 -10.26 12.24 2.11 1.36 2.33 4.86 2.26 -0.04 0.94 -6.14 -1.73 -0.04
2017 4.87 2.81 3.97 4.48 1.78 -0.57 4.07 -0.34 -1.09 3.86 0.96 3.50 31.96
2018 1.45 -2.94 -2.45 5.92 -1.31 -1.18 6.09 5.63 -9.31 -3.46 4.39 1.03 2.68
2019 -0.21 -1.69 6.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.70
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 0
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

About Fund Managers:

Ravi Gopalakrishnan Canara

  • Job Since 01/10/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.
  • Education Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Ravi Gopalakrishnan Canara

  • Job Since 01/10/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.
  • Education Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Ravi Gopalakrishnan Canara

  • Job Since 01/10/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.
  • Education Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Ravi Gopalakrishnan Canara

  • Job Since 01/10/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.
  • Education Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Ravi Gopalakrishnan Canara

  • Job Since 01/10/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.
  • Education Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Cheenu Gupta Canara

  • Job Since 12/03/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco Mutual Fund, she has worked with Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
  • Education Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)

Krishna Sanghvi Canara

  • Job Since 16/10/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Canara Robeco AMC he has worked with Kotak Mahindra AMC Ltd. and Kotak Mahindra Old Mutual Life Insurance Co..
  • Education Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.

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