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Business News/Market/Market Stats/    Canara Robeco Bluechip Equity Fund Regular Plan Growth

Canara Robeco Bluechip Equity Fund Regular Plan Growth

+
  • Equity
  • Large-Cap
  • Rating 4
  • Plan
48.10 +0.36 (0.75%) NAV as on 01 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)10089.74
  • CAGR 10.68%
  • Exit Load1.00%
  • Expense ratio1.71%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2010-08-20

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 03 December 2023

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 497.34
  • 4.93%
  • ITC
  • 345.17
  • 3.42%
View More

Risk & Volitility

  • Alpha 3.88%
  • Beta 0.87
  • Sharpe Ratio1.02
  • Std Deviation 12.97%
  • Tracking Error 4.23%

About Fund

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.

 

The Canara Robeco Bluechip Equity Fund Regular Plan Growth has an AUM of 10089.74 crores & has delivered CAGR of 15.52% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.71%. The minimum investment in Canara Robeco Bluechip Equity Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Infosys & Reliance Industries.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Consumer Financial Services.

 

Some of the similar funds are Nippon India Large Cap Fund - Growth, Canara Robeco Bluechip Equity Fund Regular Plan Growth, Kotak Bluechip Growth, UTI Mastershare Unit Regular Plan Growth, Franklin India Bluechip Fund Growth. Canara Robeco Bluechip Equity Fund Regular Plan Growth has a sharpe ratio of 1.02 & a standard deviation of 12.97%.

FAQs about Canara Robeco Bluechip Equity Fund Regular Plan Growth

According to the morning star rating Canara Robeco Bluechip Equity Fund Regular Plan Growth has a Moderate risk & Exceptional return.
Canara Robeco Bluechip Equity Fund Regular Plan Growth is managed by Vishal Mishra,Shridatta Bhandwaldar.
The expense ratio of Canara Robeco Bluechip Equity Fund Regular Plan Growth is 1.71%.
The 5 year annualized return on Canara Robeco Bluechip Equity Fund Regular Plan Growth is 15.52% & it has generated 10.68% in the last 1 year.
The minimum investment in Canara Robeco Bluechip Equity Fund Regular Plan Growth is 5000 Rs.
Canara Robeco Bluechip Equity Fund Regular Plan Growth has an AUM of 10089.74 crores.
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