CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION

(Erstwhile Canara Robeco Large Cap+ Fund - Regular Plan - Growth)
Fund House: Canara Robeco Mutual Fund
Category: Equity: Large Cap
Launch Date: 05-08-2010
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.99% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,476.82 Cr As on (30-04-2021)
Turn over: 48% | Exit Load: 1% for redemption within 365 days

35.63

12.54%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE 100 TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.

Current Asset Allocation (%)

Indicators

Volatility 14.16
Sharp Ratio 0.31
Alpha -4.08
Beta 0.99
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 55.93 21.24 15.57 16.25 13.31
Franklin India Bluechip Fund-Growth 01-12-1993 70.86 17.52 11.78 12.02 11.43
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 65.97 10.36 9.2 13.31 12.64
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 64.44 16.41 10.73 12.46 13.95
Tata Large Cap Fund Regular Plan - Growth 07-05-1998 64.08 13.71 10.64 12.1 11.53
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 63.96 10.64 10.36 13.41 11.15
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 62.53 14.5 9.82 12.3 12.88
Kotak Bluechip Fund - Growth 29-12-1998 62.06 18.14 12.4 13.25 12.24
UTI - Master Share-Growth Option 18-10-1986 61.51 17.73 12.04 13.58 12.06
Mirae Asset Large Cap Fund - Growth Plan 15-04-2008 61.5 15.49 12.43 15.59 15.19

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

3.8%

Large Cap

88.72%

Mid Cap

7.48%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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