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

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

Canara Robeco · ELSS
High
₹47.44
Current NAV
25 Jun 2026
16.4%
1Y Return
22.4%
3Y CAGR
17.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.84).
  • Very large asset base (AUM: ₹14,890 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.24%) which can affect compounding over long horizons.

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
1.84
Sharpe Ratio
1.44
Beta
2.84
Alpha
2.28
Sortino
Fund Details
Fund House Canara Robeco
Category ELSS
AUM ₹14890 Cr
Expense Ratio 2.24%
Min SIP ₹500
Min Lumpsum ₹1000
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