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: BSE 100 TRI |
| TER: 1.65% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 14,962.35 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 23% | Exit Load: w.e.f.20/08/2010 - For all investment amounts - Lumpsum/SIP/STP: 1% if reedemed / switched out within one year from the date of allotment and NIL after one year. |
60.08
-0.55 (-0.9154%)
12.94%
Benchmark: 17.02%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
11 Years 0 Months
13 Years 4 Months
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
| Standard Deviation | 12.71 |
| Sharpe Ratio | 0.71 |
| Alpha | 1.86 |
| Beta | 0.89 |
| 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 | 12.03 | 18.59 | 16.69 | 21.15 | 13.43 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.78 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 15.09 | 23.17 | 20.3 | 22.33 | 11.71 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 11.72 | 20.48 | - | - | - |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 11.07 | 17.4 | 15.06 | 21.93 | 10.93 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 11.02 | 18.87 | 16.69 | 22.97 | 12.21 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.78 | 15.17 | 13.69 | 20.68 | 13.06 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 10.22 | 21.91 | 19.35 | 25.11 | 13.94 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 10.21 | 15.58 | 15.82 | 22.41 | 12.39 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 10.19 | 18.18 | 16.48 | 22.5 | 12.54 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
3.87%
Large Cap
87.92%
Mid Cap
8.21%
