Home Funds CANARA ROBECO ELSS TAX SAVER - DIRECT PLAN - IDCW

CANARA ROBECO ELSS TAX SAVER - DIRECT PLAN - IDCW (Payout)

Canara Robeco · ELSS
High
₹77.68
Current NAV
25 Jun 2026
16.0%
1Y Return
21.0%
3Y CAGR
17.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.70).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.70
Sharpe Ratio
1.00
Beta
-0.80
Alpha
1.87
Sortino
Fund Details
Fund House Canara Robeco
Category ELSS
AUM ₹5250 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
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