Canara Robeco Blue Chip Equity Fund - Direct Plan - Growth Option
(Erstwhile Canara Robeco Large Cap+ Fund - Direct Plan - Growth)
Fund House: Canara Robeco Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 05-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 0.51% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 14,962.35 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 23% | Exit Load: w.e.f.20/08/2010 - For all investment amounts - Lumpsum/SIP/STP: 1% if reedemed / switched out within one year from the date of allotment and NIL after one year. |
70.31
-0.24 (-0.3413%)
15.35%
Benchmark: 17.09%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
3 Years 8 Months
8 Years 4 Months
10 Years 5 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 | 12.82 |
| Sharpe Ratio | 0.57 |
| Alpha | 2.49 |
| 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 - Direct Plan - Growth Option | 05-01-2013 | 13.38 | 23.07 | 16.54 | 23.33 | 14.93 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.63 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 17.16 | 26.14 | 19.3 | 23.15 | 11.66 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 12.18 | 23.91 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.05 | 21.6 | 15.08 | 21.64 | 13.48 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 10.85 | 20.56 | 14.65 | 23.09 | 12.56 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 10.83 | 21.51 | 15.04 | 23.49 | 12.27 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 10.81 | 19.76 | 13.39 | 22.22 | 10.94 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 10.22 | 24.41 | 15.49 | 22.59 | 12.4 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.19 | 17.77 | 11.97 | 20.96 | 13.07 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
3.87%
Large Cap
87.92%
Mid Cap
8.21%
