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 | 5611 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.48% | 1.01% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 100 India TR INR | BSE 100 India TR INR |
No of Holdings | 63 | 33 | ||
Top 5 Holdings | HDFC Bank Ltd (9.71%) ICICI Bank Ltd (8.35%) Reliance Industries Ltd (5.28%) Bharti Airtel Ltd (4.01%) Infosys Ltd (3.88%) | HDFC Bank Ltd (9.26%) ICICI Bank Ltd (8.7%) Mahindra & Mahindra Ltd (5.23%) ITC Ltd (5.18%) Axis Bank Ltd (5.02%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Financial Services (34.45%) Consumer Cyclical (13.76%) Tech (8.9%) | Financial Services (49.31%) Consumer Cyclical (15.67%) Health (7.98%) | ||
Equity % | 96.35% | 86.75% | ||
Debt % | - | - | ||
P/E | 25.99 | 17.99 | ||
P/B | 4.18 | 2.96 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.85% | 0.72% | ||
3-Month Return | 8.74% | 8.3% | ||
6-Month Return | 3.25% | 3.61% | ||
1-Year Return | 12.69% | 15.65% | ||
3-Year Return | 19.41% | 22.48% | ||
5-Year Return | 23.92% | 24.51% |
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 | - |