Pros | ![]() Lower volatility within category. ![]() Protects capital during bear phase. ![]() Recovers losses quickly. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | - |
INDMoney rank | 2/19 | 10/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 14579 Cr | 49128 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.51% | 0.82% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 59 | 50 | ||
Top 5 Holdings | HDFC Bank Ltd (8.85%) ICICI Bank Ltd (8.14%) Infosys Ltd (5.21%) Reliance Industries Ltd (4.55%) Bharti Airtel Ltd (4.24%) | HDFC Bank Ltd (9.84%) ICICI Bank Ltd (7.47%) Infosys Ltd (5.04%) ITC Ltd (4.75%) Larsen & Toubro Ltd (4.57%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Financial Services (30.45%) Consumer Cyclical (12.84%) Tech (11.74%) | Financial Services (30.56%) Consumer Cyclical (16.87%) Consumer Defensive (11.16%) | ||
Equity % | 97.22% | 95.36% | ||
Debt % | - | - | ||
P/E | 25.46 | 26.31 | ||
P/B | 4.18 | 4.26 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.76% | -2.07% | ||
3-Month Return | -3% | -3.53% | ||
6-Month Return | -3.59% | -4.51% | ||
1-Year Return | 11.51% | 10% | ||
3-Year Return | 14.13% | 13.61% | ||
5-Year Return | 16.79% | 15.88% |
Sharpe | 0.63 | 0.61 | ||
Alpha | 1.13 | 0.82 | ||
Beta | 0.89 | 0.89 | ||
Standard Deviation | 11.98 | 12.01 | ||
Information Ratio | 0.22 | 0.07 |
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 |