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: BSE 100
TER: 1.67% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,932.65 Cr As on (30-06-2024)
Turn over: 23% | Exit Load: Exit load of 1% if redeemed within 1 year. Same for SIP.

60.73

13.83%

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 11.85
Sharpe Ratio 0.77
Alpha 0.61
Beta 0.9
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 31.75 26.52 16.36 19.26 14.77
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 47.1 34.27 22.2 19.86 13.47
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 46.22 - - - -
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 45.12 31.39 18.41 - -
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 42.79 28.61 17.95 16.55 11.56
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 42.21 31.43 20.42 19.91 15.12
ICICI Prudential Bluechip Fund - Growth 05-05-2008 39.54 31.56 21.85 20.2 15.39
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 39.45 35.06 25.08 20.07 16.08
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 38.72 30.17 16.98 - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 38.3 30.36 17.25 16.75 12.18

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

3.55%

Large Cap

88.4%

Mid Cap

7.61%

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