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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Canara Robeco Equity Tax Saver

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Fund Name: Canara Robeco EquityTax Saver (G)

Ranked #2 by CRISIL

Category: ELSS (Equity Linked Savings Scheme)

Expense Ratio: 2.33%

Risk Level: Low

Benchmark: BSE 100

Objective: To provide long term capital appreciation for the investors by predominantly investing in equities.

partner_banner_fundsindia_blue

Returns (Annualized)

1-Year3-Year5-Year
4.21%5.1%23%

Our Review

Canara Robeco Equity Tax Saver fund has been in the industry for about 20 years. It’s annualized returns since launch is an impressive 14.5%. It’s 3 and 5 year returns have outperformed the benchmark BSE 100. Top holdings of this fund are in technology and financial sectors.

You should be considering this fund as a part of your portfolio if you want to invest in tax saving or ELSS funds. These funds give you the dual benefit of tax saving and capital appreciation. There is an SIP option available in this fund.

 

  • Vivek Gupta

    Hi Suresh,

    Do you recommend to invest in this fund for 5 years?

    Thanks,
    Vivek

    • Av Suresh

      Yes, Vivek. You can can choose this fund for a term of 5 years. It will give you tax benefit plus decent returns.

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