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: 1.67% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,976.74 Cr As on (31-05-2024)
Turn over: 23% | Exit Load: Exit load of 1% if redeemed within 1 year. Same for SIP.

58.31

13.56%

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 11.41
Sharpe Ratio 0.77
Alpha -0.52
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 32.23 25.88 15.46 18.27 14.32
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 48.12 - - - -
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 47.12 34.02 21.45 18.79 13.11
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 45.69 32.06 - - -
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 41.77 30.17 19.23 18.74 14.73
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 41.38 35.24 24.34 19.24 15.85
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 41.0 29.91 16.87 15.29 11.14
ICICI Prudential Bluechip Fund - Growth 05-05-2008 39.4 30.34 20.69 18.91 15.01
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 39.28 29.72 15.83 - -
Invesco India Largecap Fund - Growth 21-08-2009 37.87 29.28 18.76 17.72 14.45

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

2.9%

Large Cap

89.24%

Mid Cap

7.86%

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