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
Expense Ratio: 1.87% As on (31-12-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,666.25 Cr As on (31-12-2022)
Turn over: 38% | Exit Load: 1% for redemption within 365 days

41.8

12.13%

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
There is no value for 5x
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 19.56
Sharpe Ratio 0.59
Alpha 0.03
Beta 0.86
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 1.41 7.52 14.06 13.04 13.48
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 9.45 15.18 15.36 10.66 14.44
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 9.16 12.17 15.32 10.22 12.87
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 5.83 9.19 14.74 10.83 14.35
ICICI Prudential Bluechip Fund - Growth 05-05-2008 5.01 11.96 15.76 11.22 14.14
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 4.27 9.01 13.5 11.28 13.54
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 4.27 9.02 13.51 11.29 13.54
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 4.26 9.76 14.46 9.61 11.21
Edelweiss Large Cap Fund - Regular Plan - Growth Option 20-05-2009 4.18 8.97 13.47 11.26 13.53
Kotak Bluechip Fund - Growth 29-12-1998 3.2 9.95 14.44 11.41 13.23

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

5.1%

Large Cap

86.74%

Mid Cap

8.16%

Scheme Documents

There are no scheme documents available

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