Pros | ![]() Lower volatility within category. ![]() Recovers losses quickly. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Consistently beats benchmark. ![]() Lower probablity of downside risk. ![]() Protects capital during bear phase. | ||
Cons | - | - |
INDMoney rank | 5/20 | 3/20 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 15621 Cr | 5070 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.5% | 1.05% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 100 India TR INR | BSE 100 India TR INR |
No of Holdings | 61 | 36 | ||
Top 5 Holdings | HDFC Bank Ltd (9.29%) ICICI Bank Ltd (8.23%) Reliance Industries Ltd (4.79%) Infosys Ltd (4.11%) Bharti Airtel Ltd (4.04%) | ICICI Bank Ltd (9.1%) HDFC Bank Ltd (9.07%) ITC Ltd (5.52%) Mahindra & Mahindra Ltd (5%) Axis Bank Ltd (4.91%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Financial Services (34.42%) Consumer Cyclical (13.11%) Tech (9.54%) | Financial Services (49.94%) Consumer Cyclical (15.1%) Health (8.53%) | ||
Equity % | 96.14% | 87.93% | ||
Debt % | - | - | ||
P/E | 25.99 | 17.99 | ||
P/B | 4.18 | 2.96 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 7.29% | 6.53% | ||
3-Month Return | 6.74% | 7.43% | ||
6-Month Return | 4.56% | 5.08% | ||
1-Year Return | 15.34% | 17.81% | ||
3-Year Return | 20.31% | 23.01% | ||
5-Year Return | 23.13% | 23.35% |
Sharpe | 0.78 | 1 | ||
Alpha | 2.58 | 5.71 | ||
Beta | 0.9 | 0.89 | ||
Standard Deviation | 12.71 | 12.94 | ||
Information Ratio | 1.06 | 1.52 |
Description | Canara Robeco Bluechip Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | DSP Large Cap Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Vishal Mishra,Shridatta Bhandwaldar | - |