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: NIFTY 50 TRI
Expense Ratio: 1.69% As on ( 30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,830.12 Cr As on ( 30-04-2024)
Turn over: 23
NAV as on 27-05-2024

56.38

0.02 ( 0.0355% )

CAGR Since Inception

13.37%

NIFTY 50 TRI 14.13%

PERFORMANCE of Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 27-05-2024

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 29.79 15.48 17.14 14.34 13.37
NIFTY 50 TRI 25.39 15.75 15.33 13.49 14.13
Equity: Large Cap 33.77 16.69 15.55 13.66 15.32

Yearly Performance (%)

Fund Managers

Vishal Mishra, Shridatta Bhandwaldar

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 11.7 0.9 -0.8 0.89 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

Period
Data as on - 27-05-2024
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 29.79 21.52 15.48 17.14 14.34
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 52.64 0.0 0.0 0.0 0.0
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 47.06 29.95 21.55 17.9 13.45
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 45.09 28.07 0.0 0.0 0.0
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 39.99 26.28 19.04 17.83 15.14
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 39.83 31.22 24.13 17.37 16.09
ICICI Prudential Bluechip Fund - Growth 05-05-2008 39.3 26.75 20.84 18.07 15.25
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 39.03 25.48 15.85 0.0 0.0
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 38.52 25.43 17.15 14.57 11.46
Invesco India Largecap Fund - Growth 21-08-2009 37.36 24.25 18.16 16.68 14.62

PORTFOLIO ANALYSIS of Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

Asset Allocation (%)