Investing in Canara Robeco
Equity Tax Saver is
like having twins.

You get a dual advantage.

Invest Now

CANARA ROBECO Equity Tax Saver

(An Open Ended Equity Linked Tax Saving Scheme)

Benefits of equity linked savings schemes(ELSS)

ELSS is an equity scheme having a diversified portfolio. It is a type of mutual fund that qualifies for tax exemption under Section 80C. ELSS is for investors who aim to take advantage of tax benefits and are keen to participate in the Indian growth story through a diversified portfolio.

There are many benefits of investing in Equity Linked Savings Schemes:
Tax Savings: A rupee saved is a rupee earned
Tax savings up to र46350 ** per annum for an investment up to र1.5 lacs under Section 80C Dividends are tax free* No long term capital gains tax* Lock-in period of 3 years – much shorter than other tax deductible investment options

Flexible Investment Strategy

  • Longer holding period
  • Compounding effect

Equity Markets Participation

  • Long Term Investing
  • It is widely believed that Indian equity
    markets are in a secular bull run
 
Tax Saving Instruments

In Union Budget 2014-15, Amount Exempt for investing in tax saving instrument increased to 1.5 Lakhs P.A.

Fund Performance

Click here for funds managed by Mr. Krishna Sanghavi

Portfolio and fund strategy

Portfolio and Fund Strategy

Canara Robeco Equity Tax Saver is an ELSS with a 3 year lock-in period providing Tax Benefits under Section 80 C of Income Tax Act. The fund aims to provide benefits from long term investing due to its lock-in and has a blended portfolio of large, mid & small cap stocks with a ‘Growth’ style of investing. The fund is suitable for investors who are keen to participate in the India growth story through a diversified portfolio as well as who want to take advantage of the tax benefits.

Portfolio

Fund Specifics

Fund Specifics

Fund Inception 31st march 1993
Investment Objective ELSS seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961.
Asset allocation Equity and equity related instruments:
80% - 100%
Money Market instruments: 0% - 20%.
Month end AUM (INR crs)* 835.27
Minimum Investment Amount Lump Sum - र 500 in multiples of र1 thereafter SIP/STP/SWP: For monthly frequency – र500 in multiples of र1 thereafter.For quarterly frequency – र1000 and in multiples of र1 thereafter.
Entry Load Nil
Exit Load Nil, as lock-in of 3 years is applicable from the date of investment
Benchmark S&P BSE 100
Investment Options/Plans Investment Options/Plans
Regular & Direct Plan:
a) Growth;
b) Dividend Options
Fund Manager Krishna Sanghavi

@ *AUM as of 31st December,2015

DISCLAIMER:
The information used towards formulating the outlook have been obtained from sources published by third parties. While such publications are believed to be reliable, however, neither the AMC, its officers, the trustees, the Fund nor any of their affiliates or representatives assume any responsibility for the accuracy of such information. CRMF, its sponsors, its trustees, CRAMC, its employees, officer, directors, etc assume no financial liability whatsoever to the user of this document. Mutual Fund Investments are subject to market risk. Investors are requested to read the Scheme related documents carefully before investing.
This product is suitable for investors who are seeking*:
•  
Capital appreciation over long term
•  
Investment in equity and equity related securities
 
Investors should consult their financial advisers if in doubt whether the product is suitable for them.