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Canara Robeco Large Cap+ Fund - Regular Plan - Growth

Category: Equity Funds Large Cap
Launch Date: 20-08-2010
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 2.77% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 107.04 Cr As on (30-09-2017)
Turn over: 0.72
NAV as on 19-02-2018

22.28

-0.17 (-0.763%)

CAGR Since Inception

11.25%

S&P BSE 100 14.21%

PERFORMANCE of Canara Robeco Large Cap+ Fund - Regular Plan - Growth

Scheme Performance (%)

Data as on - 19-02-2018

Yearly Performance (%)

Fund Managers

Mr. Ravi Gopalakrishnan, Mr.. Shridatta Bhandwaldar

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.

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.

RETURNS CALCULATOR for Canara Robeco Large Cap+ Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Canara Robeco Large Cap+ Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Large Cap+ Fund - Regular Plan - Growth 14.16 0.31 -4.08 0.99 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of Canara Robeco Large Cap+ Fund - Regular Plan - Growth

Period
Data as on - 19-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Large Cap+ Fund - Regular Plan - Growth 20-08-2010 16.77 21.03 6.92 13.46 0.0
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 32.95 29.61 9.99 14.52 9.16
Kotak NV 20 ETF - Dividend 26-11-2015 24.48 21.81 0.0 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 24.34 21.68 0.0 0.0 0.0
Edelweiss Equity Opportunities Fund - Regular Plan - Growth Option 14-06-2007 24.17 22.32 8.52 16.37 8.91
ICICI Prudential NV20 iWIN ETF 14-06-2016 23.82 0.0 0.0 0.0 0.0
Reliance ETF Consumption 03-04-2014 23.76 22.37 12.48 0.0 0.0
Invesco India Growth Fund - Growth 09-08-2007 23.75 24.97 9.78 18.09 10.52
Sundaram Select Focus-Inst Growth 15-04-2008 22.99 22.02 7.29 13.46 0.0
Reliance ETF Shariah BeES 18-03-2009 22.55 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Canara Robeco Large Cap+ Fund - Regular Plan - Growth

Asset Allocation (%)

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