Canara Robeco ELSS Tax Saver - Direct (G) vs Kotak Equity Opportunities - Direct (G)

Canara Robeco ELSS Tax Saver - Direct (G) vs Kotak Equity Opportunities - Direct (G)

stock1

Canara Robeco ELSS Tax Saver - Direct (G)

9.35%

stock2

Kotak Equity Opportunities - Direct (G)

6.23%

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About Fund

Deutsche Bank A.G. HDFC Bank Limited. Stock Holding Corporation of India Limited.

Canbank Computer Services Ltd., Bangalore Canbank Investment Management Services Ltd., Mumbai In-house R&T for Cangilt & Cangilt PGS Schemes Computer Age Management Services Pvt. Ltd., Chennai

Deutsche Bank, AG Standard Chartered Bank

Computer Age Management Services (P) Ltd.

Very High Risk

500

8277.15

1.89

184.87

January 1, 2013

1

Very High Risk

100

24912.67

2.02

363.03

January 1, 2013

0

25.07 %

17.18 %

9.35 %

27.14 %

20.38 %

6.23 %

Cheenu Gupta

CFA Charter holder (USA), PGDBM (Finance) and B.E. (I.T)

Over 17 years of experience HSBC Asset Management (India) Private. Limited SVP Fund Management Equities (Since November 26, 2022) L&T Investment Management Limited Fund Manager - Equity from July 1, 2021 to November 25, 2022. Canara Robeco Asset Management Company Limited Equity - Fund Manager (March 2018 - June 2021) Tata AIA Life Insurance Company Limited Equity Fund Manager (from August 2009 - February 2018)

Krishna Sanghvi

B.Com., ICWAI, MMS from NMIMS, CFA.

Over 24 years experience, 1. Head - Equities with Kotak Mahindra Asset Management Company Limited (February 2006 to August 2012) 2. Vice President with Kotak Mahindra Old Mutual Life Insurance Co.Ltd. (January 2001 to February 2006)

Vishal Mishra

B.Com, A.C.A.

Mr.Vishal Mishra has more than 10 years of experience in the areas of equity research and credit research. Presently he is associated with Daiwa Asset Managment p ltd for the past four years. His previous assignment was wth collins stewart india p ltd as Asst. Vice President Research. He was has also been associated with IL&FS investment Ltd, Crisil Ltd And Quantum Information Services Ltd.

Yogesh Patil

MBA (Finance)

Prior to joining Canara Robeco he has worked with Sahara Mutual Fund and Religare Enterprise Limited.

Harsha Upadhyaya

(B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA.

Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Get your FAQs right

When comparing Canara Robeco ELSS Tax Saver - Direct (G) vs Kotak Equity Opportunities - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.
Yes, you can invest in both Canara Robeco ELSS Tax Saver - Direct (G) and Kotak Equity Opportunities - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.
While comparing Canara Robeco ELSS Tax Saver - Direct (G) and Kotak Equity Opportunities - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.
Yes, you can typically switch between Canara Robeco ELSS Tax Saver - Direct (G) and Kotak Equity Opportunities - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.
Yes, you can compare Canara Robeco ELSS Tax Saver - Direct (G) and Kotak Equity Opportunities - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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