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 |
| TER: 1.69% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,577.55 Cr As on (31-03-2024) |
| Turn over: 21% | Exit Load: Exit load of 1% if redeemed within 1 year. Same for SIP. |
54.74
-0.38 (-0.6942%)
13.19%
Benchmark: 11.72%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 | 11.73 |
| Sharpe Ratio | 0.85 |
| Alpha | -0.78 |
| 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 | 29.75 | 17.51 | 15.97 | 17.2 | 15.16 |
| quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 52.12 | - | - | - | - |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 46.59 | 25.5 | 21.89 | 17.56 | 14.44 |
| BANK OF INDIA Bluechip Fund Regular Plan Growth | 24-06-2021 | 45.33 | 23.02 | - | - | - |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 41.54 | 27.14 | 25.76 | 17.87 | 17.33 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 39.45 | 23.19 | 21.77 | 18.0 | 16.18 |
| ITI Large Cap Fund - Regular Plan - Growth Option | 24-12-2020 | 39.34 | 21.62 | 17.26 | - | - |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 39.22 | 22.58 | 19.83 | 18.06 | 16.23 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 39.16 | 18.97 | 18.18 | 14.28 | 12.29 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 39.08 | 20.18 | 19.63 | 16.36 | 15.25 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
4.11%
Large Cap
88.43%
Mid Cap
7.46%
