Pros | ![]() Lower volatility within category. ![]() Recovers losses quickly. ![]() 3Y returns in the top 25% of the category. | ![]() Larger AUM within category. ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | - |
INDMoney rank | 5/20 | 10/20 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 15621 Cr | 51010 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.5% | 0.82% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 100 India TR INR | BSE 100 India TR INR |
No of Holdings | 61 | 49 | ||
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%) | HDFC Bank Ltd (10.24%) ICICI Bank Ltd (7.92%) Reliance Industries Ltd (5.68%) Larsen & Toubro Ltd (5.23%) Infosys Ltd (4.36%) | ||
No of Sectors | 11 | 11 | ||
Top 3 Sectors | Financial Services (34.42%) Consumer Cyclical (13.11%) Tech (9.54%) | Financial Services (35.53%) Consumer Cyclical (12.57%) Consumer Defensive (10.42%) | ||
Equity % | 96.14% | 93.13% | ||
Debt % | - | - | ||
P/E | 25.99 | 25.16 | ||
P/B | 4.18 | 3.93 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 8.39% | 8.55% | ||
3-Month Return | 7.87% | 7.68% | ||
6-Month Return | 4.1% | 3.09% | ||
1-Year Return | 16.75% | 14.13% | ||
3-Year Return | 20.64% | 19.06% | ||
5-Year Return | 23.76% | 24.11% |
Sharpe | 0.78 | 0.67 | ||
Alpha | 2.58 | 1.32 | ||
Beta | 0.9 | 0.9 | ||
Standard Deviation | 12.71 | 12.87 | ||
Information Ratio | 1.06 | 0.27 |
Description | Canara Robeco Bluechip Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Bluechip Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Vishal Mishra,Shridatta Bhandwaldar | Saurabh Pant |