CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION

(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: 2.14% As on (28-02-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,156.28 Cr As on (31-03-2021)
Turn over: 52.00
NAV as on 16-04-2021

34.93

0.1 (0.2863%)

CAGR Since Inception

12.43%

S&P BSE 100 TRI 8.57%

PERFORMANCE of CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION

Scheme Performance (%) Data as on - 16-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION 54.42 15.18 15.83 12.68 12.43
S&P BSE 100 TRI 34.5 4.94 10.28 9.09 8.57
Equity: Large Cap 54.1 9.91 12.46 11.0 13.57

Yearly Performance (%)

Nav Movement

Fund Managers

Shridatta Bhandwaldar,Sanjay Bembalkar

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.

RETURNS CALCULATOR for CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION 14.16 0.31 -4.08 0.99 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION

Period
Data as on - 16-04-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 54.42 18.3 15.18 15.83 12.68
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 62.57 13.86 9.9 12.55 13.31
Kotak Bluechip Fund - Growth 29-12-1998 62.23 14.52 11.78 13.12 11.56
Franklin India Bluechip Fund-Growth 01-12-1993 59.97 11.23 9.83 11.06 10.37
Tata Large Cap Fund Regular Plan - Growth 07-05-1998 59.42 11.03 9.41 11.43 10.76
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 58.83 10.72 9.06 12.12 11.97
UTI - Master Share-Growth Option 18-10-1986 58.81 13.7 11.37 13.31 11.26
ICICI Prudential Bluechip Fund - Growth 05-05-2008 57.51 11.52 9.86 13.68 12.11
Mirae Asset Large Cap Fund - Growth Plan 15-04-2008 57.48 11.83 11.6 15.41 14.51
Essel Large Cap Equity Fund - Growth Option 28-09-2011 57.31 10.37 8.35 11.62 0.0

PORTFOLIO ANALYSIS of CANARA ROBECO BLUE CHIP EQUITY FUND - REGULAR PLAN - GROWTH OPTION

Asset Allocation (%)