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: 1.7% As on (31-01-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,823.3 Cr As on (31-01-2024)
Turn over: 20% | Exit Load: Exit load of 1% if redeemed within 1 year. Same for SIP.

53.26

13.16%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
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
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 12.02
Sharpe Ratio 0.93
Alpha -1.08
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 29.87 14.53 14.8 18.27 15.92
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 54.32 - - - -
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 46.16 19.94 17.26 15.31 13.06
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 44.59 19.37 - - -
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 43.52 23.14 20.11 17.42 15.15
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 41.62 25.19 23.28 18.85 17.9
ICICI Prudential Bluechip Fund - Growth 05-05-2008 39.0 20.81 20.43 19.09 16.82
Invesco India Largecap Fund - Growth 21-08-2009 38.43 16.0 18.12 16.92 15.6
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 37.62 16.09 16.57 16.76 13.73
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 37.49 16.69 14.17 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

4.24%

Large Cap

88.97%

Mid Cap

6.79%

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

Feedback
Notification