January 16, 2026
RA Jainee
Canara Robeco ELSS Tax Saver Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 198.82 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 79.07 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 500 TRI |
| AUM Rs. | 9,022 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.56% |
| 1 Year Return (%) | 9.07 |
| 3 Year Return (%) | 16.31 |
| 5 Year Return (%) | 15.39 |
| 10 Year Return (%) | 16.29 |
| Return Since Launch | 15.58% |
⚖️ Sahifund Review – Canara Robeco ELSS Tax Saver Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
ELSS funds are suitable for investors:
1. Seeking tax savings u/s 80C through a diversified equity portfolio
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• The fund has a lock-in-period of 3 years
Fund’s Investment Strategy:
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.
Fund Manager:
1) Shridatta Bhandwaldar
Education: Mr. Bhandwaldar is a BE (Mechanical) and MMS (Finance).
Experience: Prior to joining Canara Robeco Mutual Fund he was associated with SBI Pension Funds Pvt. Ltd. (Jul 2012-Jun 2016) as Head-Research, Heritage India Advisory Pvt. Ltd. (Oct 2009-Jun 2012) as Senior Equity Analyst, Motilal Oswal Securities (Jan 2008-Sep 2009) and MF Global Securities (Apr 2006-Dec 2008).
2) Vishal Mishra
Education: Mr. Mishra is a B. Com, A.C.A.
Experience: Presently he is associated with Canara Robeco Mutual Fund. His previous assignment was with Daiwa Asset Mgt (India) Pvt. Ltd, Collins Stewart India Pvt. Ltd. as Asst. Vice President Research. He was also been associated with IL&FS Investment Ltd, Crisil Ltd and Quantum Information Services Ltd.
Investment Details
| Min. Investment (Rs.) | 500 |
| Min. Addl Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. Withdrawal (Rs.) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs.) | — |
| Lock-in Period | 3 Years |
| Exit Load | 0 |
Basic Details of Canara Robeco ELSS Tax Saver Fund
| Fund House | Canara Robeco Mutual Fund |
| Launch Date | 02-Jan-13 |
| Return Since Launch | 15.58% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 9,022 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.56% |
| (As on 31-Dec-2025) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 17.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Canara Robeco ELSS Tax Saver Dir | -1.48 | -0.07 | -1.35 | 0.59 | 1.02 | 9.07 | 16.31 | 15.39 | 17.64 | 16.29 |
| BSE 500 TRI | -1.70 | 0.00 | -1.13 | 1.34 | 1.10 | 10.22 | 15.98 | 15.31 | 15.81 | 15.24 |
| Equity: ELSS | -1.65 | -0.08 | -1.40 | 0.35 | 0.13 | 7.76 | 17.40 | 16.26 | 16.54 | 15.57 |
| Rank within category | 16 | 18 | 22 | 22 | 17 | 17 | 23 | 23 | 9 | 10 |
| Number of funds in category | 40 | 40 | 40 | 40 | 40 | 39 | 36 | 33 | 30 | 28 |
Peer Comparison of Canara Robeco ELSS Tax Saver Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs.) (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Canara Robeco ELSS Tax Saver Dir | 3 star | 9.07 | 16.31 | 15.39 | 0.56 | 9,022 | 15.58 | — | 13Y | 17.00 |
| SBI ELSS Tax Saver Dir | 5 star | 8.65 | 23.75 | 20.57 | 0.92 | 32,609 | 16.23 | — | 13Y | 12.00 |
| DSP ELSS Tax Saver Dir | 4 star | 11.91 | 20.62 | 19.01 | 0.67 | 17,609 | 17.66 | — | 13Y | 35.00 |
| HDFC ELSS Tax Saver Dir | 5 star | 12.61 | 21.53 | 20.85 | 1.08 | 17,163 | 15.21 | — | 13Y | 12.19 |
| Bandhan ELSS Tax Saver Dir | 4 star | 10.64 | 16.34 | 18.59 | 0.66 | 7,333 | 17.30 | — | 13Y | 33.00 |
Portfolio Analysis of Canara Robeco ELSS Tax Saver Fund
| No. of Stocks | 70 |
| Top 10 Stocks | 39.49% |
| Top 5 Stocks | 25.94% |
| Top 3 Sectors | 57.59% |
| Portfolio P/B Ratio | 4.24 |
| Portfolio P/E Ratio | 27.17 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs. Cr) | 2,64,886 | 2,10,955 |
| Giant (%) | — | — |
| Large (%) | 73.73 | 64.28 |
| Mid (%) | 16.45 | 18.72 |
| Small (%) | 9.82 | 19.21 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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