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Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

(Erstwhile Canara Robeco Large Cap+ Fund - Regular Plan - Growth)

Category: Equity: Large Cap
Launch Date: 01-08-2010
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.55% As on (31-05-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 459.27 Cr As on (31-05-2020)
Turn over: 52.00
NAV as on Mon Jul 06 00:00:00 IST 2020

26.01

0.31 (1.1918%)

CAGR Since Inception

10.14%

S&P BSE 100 TRI 6.36%

PERFORMANCE of Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 06-07-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 1.92 7.49 7.77 - 10.14
S&P BSE 100 TRI -23.73 -2.37 2.14 6.59 6.36
Equity: Large Cap -7.47 2.18 4.63 8.53 11.05

Yearly Performance (%)

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 Bluechip Equity Fund - Regular Plan - Growth

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

riskometer

Key Performance and Risk Statistics of Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 14.16 0.31 -4.08 0.99 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

Period
Data as on - 06-07-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 01-08-2010 1.92 5.45 7.49 7.77 0.0
JM Large Cap Fund-Growth 01-04-1995 1.11 2.34 3.42 3.66 6.49
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 -1.5 4.01 3.83 5.29 11.1
Axis Bluechip Fund - Regular Plan - Growth 05-01-2010 -1.77 3.44 9.19 8.36 10.6
IDBI India Top 100 Equity Fund Growth 15-05-2012 -3.44 0.62 0.44 3.39 0.0
Kotak Bluechip Fund - Growth 29-12-1998 -4.11 1.48 2.93 5.33 8.73
UTI - Master Share-Growth Option 18-10-1986 -4.72 0.01 3.35 4.99 8.78
Invesco India Largecap Fund - Growth 21-08-2009 -4.92 -0.27 3.05 5.07 8.81
IDFC Large Cap Fund-Regular Plan-Growth 09-06-2006 -5.22 -0.55 2.39 4.75 7.59
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 -5.48 0.34 3.15 3.85 7.63

PORTFOLIO ANALYSIS of Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

Asset Allocation (%)