Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

(Erstwhile Canara Robeco Large Cap+ Fund - Regular Plan - Growth)
Category: Equity: Large Cap
Launch Date: 05-08-2010
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.56% As on (29-02-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 352.87 Cr As on (29-02-2020)
Turn over: 56% | Exit Load: 1% for redemption within 365 days

21.49

8.26%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE 100 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
There is no value for 4x
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

Volatility 14.16
Sharp Ratio 0.31
Alpha -4.08
Beta 0.99
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 Bluechip Equity Fund - Regular Plan - Growth 05-08-2010 -13.14 -1.19 2.75 3.73 -
Axis Bluechip Fund - Regular Plan - Growth 05-01-2010 -8.09 2.6 7.53 5.92 9.6
JM Large Cap Fund-Growth 01-04-1995 -9.43 -2.08 0.97 1.31 5.55
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 -13.53 -3.41 0.68 1.71 9.36
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 -13.81 -3.02 0.58 1.31 6.39
IDBI India Top 100 Equity Fund Growth 15-05-2012 -17.95 -7.6 -3.24 -0.18 -
Baroda Large cap Fund - Plan A - Growth Option 22-06-2010 -19.56 -5.61 -3.21 -0.87 -
IDFC Large Cap Fund-Regular Plan-Growth 09-06-2006 -20.97 -7.01 -1.41 0.61 5.62
HSBC Large Cap Equity Fund - Growth 10-12-2002 -21.28 -7.56 -2.27 1.83 5.65
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 -21.5 -6.75 -0.62 1.38 7.93

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

4.17%

Large Cap

83.86%

Mid Cap

11.97%

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

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