Canara Robeco Bluechip Equity Fund Direct Growth

Equity | Large Cap

(NAV as of 29/11/2024)

69.97 (0.76)

3Y Returns

15.21%

Min SIP

₹100

Min Lumpsum

₹5000

Expense Ratio

0.5%

Fund Size

₹11639 Cr

Inception Date

01-Jan-13

Fund Manager

Shridatta Bhandwaldar

Exit Load

1% on or before 1Y, Nil after 1Y.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 100 TRI benchmark and its beta is less than Large Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more SIP returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 100 TRI benchmark and its alpha is more than Large Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 100 TRI benchmark and among the top quartile in Large Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

95.66%

Debt & Others

4.34%

Market Cap Allocation

Large Cap

89.57%

Mid Cap

6.09%

Small Cap

0.00%

Other Cap

4.34%

Sector Allocation

Banks

23.33%

Internet and Technology

11.79%

Automobiles

7.43%

Petroleum Products

6.75%

Pharmaceuticals

6.13%

Top Ten Holdings

HDFC Bank Ltd

8.34%

ICICI Bank Ltd

7.16%

Reliance Industries Ltd

6.75%

Infosys Ltd

5.58%

Larsen & Toubro Ltd

4.93%

Investment Objective

The Investment Objective Of The Fund Is To Provide Capital Appreciation By Predominantly Investing In Companies Having A Large Market Capitalization.

Fund House Detail

AMC Name

Canara Robeco Asset Management Company Limited

Scheme Document

http://www.canararobeco.com/forms-downloads/pages/SID-Scheme-Information-Document.aspx

Address

Contruction House, 4th Floor,5 Walchand Hirachand Marg, Ballard Estate,Mumbai - 400 001

Similar Funds

Fund

Zi Tag

Canara Robeco Bluechip Equity Fund Direct Growth

28.34%

15.21%

19.57%

Nippon India Large Cap Fund Direct Plan Growth Plan Growth

29.47%

21.62%

21.05%

Nippon India Nifty Next 50 Junior Bees Fof - Direct Growth Plan

46.22%

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Hdfc Top 100 Fund - Direct Plan - Growth Option

22.87%

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Icici Prudential Bluechip Fund - Direct Plan - Growth

27.61%

18.44%

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Similar Funds

Canara Robeco Bluechip Equity Fund Direct Growth

28.34%

15.21%

19.57%

Nippon India Large Cap Fund Direct Plan Growth Plan Growth

29.47%

21.62%

21.05%

Nippon India Nifty Next 50 Junior Bees Fof - Direct Growth Plan

46.22%

19.19%

20.48%

Hdfc Top 100 Fund - Direct Plan - Growth Option

22.87%

18.58%

18.37%

Icici Prudential Bluechip Fund - Direct Plan - Growth

27.61%

18.44%

20.07%

Jm Large Cap Fund (Direct) - Growth Option

30.67%

17.91%

19.55%

Dsp Top 100 Equity Fund - Direct Plan - Growth

29.5%

17.64%

16.45%

Edelweiss Large Cap Fund - Direct Plan Growth Option

25.18%

16.51%

19.02%

Invesco India Largecap Fund - Direct Plan Growth

32.88%

16.36%

19.8%

Hsbc Large Cap Fund - Growth Direct Plan

27.37%

15.76%

17.36%

Taurus Largecap Equity Fund - Direct Plan Growth

27.83%

15.52%

15.46%

Bandhan Large Cap Fund-Growth-(Direct Plan)

31.19%

15.43%

18.85%

Kotak Bluechip Fund - Direct Plan - Growth

27.15%

15.4%

18.84%

Tata Large Cap Fund Direct Plan Growth

25.65%

15.35%

17.61%

Aditya Birla Sun Life Frontline Equity Fund - Direct - Growth

25.94%

15.24%

17.95%

Groww Large Cap Fund - Direct Plan - Growth Option

26.75%

14.99%

15.23%

Iti Large Cap Fund Direct Plan Growth

27.1%

14.79%

Mahindra Manulife Large Cap Fund - Direct - Growth

26.39%

14.72%

17.92%

Bank Of India Bluechip Fund Direct Plan - Growth

25.49%

14.65%

Sbi Blue Chip Fund - Direct Plan - Growth

22.27%

14.46%

17.71%

Sundaram Large Cap Fund - Direct Plan Growth

21.06%

13.7%

Franklin India Bluechip Fund - Direct Growth

26.65%

13.02%

17.19%

Mirae Asset Large Cap Fund - Direct Plan - Growth

21.91%

12.75%

16.44%

Pgim India Large Cap Fund - Direct Plan - Growth - Growth

18.64%

12.11%

14.9%

Union Largecap Fund Direct Plan-Growth

20.74%

12.09%

16.37%

Uti Mastershare Unit Scheme-Direct Growth Plan-Growth

20.66%

11.47%

17.07%

Lic Mf Large Cap Fund-Direct Plan-Growth-Growth

24.77%

11.37%

15.33%

Axis Bluechip Fund - Direct Plan - Growth

23.19%

9.25%

14.45%

Baroda Bnp Paribas Large Cap Fund Direct Growth

31.86%

Quant Large Cap Fund-Direct Plan-Growth

30.83%

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