Pros | ![]() Lower volatility within category. ![]() Recovers losses quickly. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Generated Consistent Returns. ![]() Consistently beats benchmark. ![]() Lower volatility within category. | ||
Cons | - | - |
INDMoney rank | 2/19 | 1/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 13848 Cr | 60177 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.51% | 0.93% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 59 | 80 | ||
Top 5 Holdings | HDFC Bank Ltd (8.51%) ICICI Bank Ltd (7.98%) Infosys Ltd (5.36%) Reliance Industries Ltd (4.72%) Bharti Airtel Ltd (4.03%) | HDFC Bank Ltd (9.2%) ICICI Bank Ltd (8.02%) Larsen & Toubro Ltd (6.48%) Infosys Ltd (4.92%) Maruti Suzuki India Ltd (4.61%) | ||
No of Sectors | 11 | 12 | ||
Top 3 Sectors | Financial Services (31.44%) Consumer Cyclical (13.49%) Tech (11.64%) | Financial Services (30.34%) Industrial (11.16%) Consumer Cyclical (10.71%) | ||
Equity % | 96.2% | 91.77% | ||
Debt % | - | - | ||
P/E | 23.56 | 20.4 | ||
P/B | 3.88 | 3.28 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 5.07% | 4.9% | ||
3-Month Return | -1.51% | -0.57% | ||
6-Month Return | -7.8% | -8.16% | ||
1-Year Return | 12.94% | 9.63% | ||
3-Year Return | 15.49% | 17.6% | ||
5-Year Return | 26.43% | 29.76% |
Sharpe | 0.54 | 0.72 | ||
Alpha | 1.33 | 4.49 | ||
Beta | 0.89 | 0.87 | ||
Standard Deviation | 12.4 | 12.4 | ||
Information Ratio | 0.37 | 1.36 |
Description | Canara Robeco Bluechip Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Vishal Mishra,Shridatta Bhandwaldar | Vaibhav Dusad,Anish Tawakley |