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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: 05-08-2010
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.47% As on (31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 330.19 Cr As on (31-01-2020)
Turn over: 56.00
NAV as on Wed Feb 26 00:00:00 IST 2020

27.75

-0.21 (-0.7568%)

CAGR Since Inception

11.3%

S&P BSE 100 TRI 8.99%

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

Scheme Performance (%) Data as on - 26-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 19.97 13.06 9.34 - 11.3
S&P BSE 100 TRI 8.26 9.84 7.46 10.31 8.99
Equity: Large Cap 10.85 8.58 6.95 10.71 11.78

Yearly Performance (%)

Fund Managers

Mr. Ravi Gopalakrishnan, Mr.. Shridatta Bhandwaldar

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.

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 - 26-02-2020
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 05-08-2010 19.97 10.52 13.06 9.34 0.0
Axis Bluechip Fund - Regular Plan - Growth 05-01-2010 21.16 14.1 17.5 10.74 12.76
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 19.74 9.0 10.66 7.07 9.95
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 19.46 7.61 11.15 7.61 12.7
DSP Top 100 Equity Fund - Regular Plan - Growth 10-03-2003 16.73 4.97 7.97 6.26 9.81
IDBI India Top 100 Equity Fund Growth 15-05-2012 14.68 3.72 6.79 5.52 0.0
L&T India Large Cap Fund - Regular Plan - Growth 23-10-2007 13.84 4.86 8.89 6.39 10.95
HSBC Large Cap Equity Fund - Growth 10-12-2002 13.27 4.25 8.84 7.32 9.36
Kotak Bluechip Fund - Growth 29-12-1998 13.14 5.2 8.78 7.22 10.66
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 12.94 6.45 11.07 7.81 11.78

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

Asset Allocation (%)