Canara Robeco Blue Chip Equity Fund vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹14579 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 07 May 1998 | 07 May 1998 | 20 Aug 2010 |
Category | Large Cap | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | BSE 100 TRI |
Turn Over | 20.36% | 20.36% | 33% |
Expense Ratio | 2.04 | 2.04 | 1.67 |
Manager | Kapil Malhotra | Kapil Malhotra | Shridatta Bhandwaldar |
ISIN Code | INF277K01931 | INF277K01931 | INF760K01AR3 |
Exits Load | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Bluechip Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 5.62% | 5.62% | 6.34% |
6 Month | 4.34% | 4.34% | 5.76% |
1 Year | 8.24% | 8.24% | 14.15% |
3 Year | 18.18% | 18.18% | 19.29% |
5 Year | 23.78% | 23.78% | 22.37% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 5.71% | 5.71% | 6.68% |
1 Year | 4.89% | 4.89% | 9.86% |
3 Year | 16% | 16% | 17.95% |
5 Year | 16.31% | 16.31% | 16.5% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 13.34% | 13.34% | 12.67% |
3 Year | 13.25% | 13.25% | 14.32% |
5 Year | 13.65% | 13.65% | 13.64% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 11.41% |
Sharp | 0.61% | 0.61% | 0.71% |
Beta | 0.97% | 0.97% | 0.89% |
Alpha | 0.6% | 0.6% | 1.86% |
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Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Shridatta Bhandwaldar |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹69491 Cr |
Funds Managed | 7 | 7 | 12 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 5.73 | 5.73 | 3.87 |
Large Cap | 82.46 | 82.46 | 87.92 |
Small Cap | 4.47 | 4.47 | - |
Mid Cap | 7.34 | 7.34 | 8.21 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 5.73 | 5.73 | 3.87 |
Petroleum Products | 5.25 | 5.25 | 4.79 |
Electrical Equipment | 2 | 2 | 1.02 |
IT - Software | 6.52 | 6.52 | 9.17 |
Retailing | 0.87 | 0.87 | 3.76 |
Personal Products | 1.85 | 1.85 | - |
Construction | 3.86 | 3.86 | 3.47 |
Ferrous Metals | 3.09 | 3.09 | - |
Diversified FMCG | 2.03 | 2.03 | 3.46 |
Banks | 28.27 | 28.27 | 25.11 |
Pharmaceuticals & Biotechnology | 6.69 | 6.69 | 6.22 |
Cement & Cement Products | 2.84 | 2.84 | 2.92 |
Automobiles | 5.86 | 5.86 | 5.71 |
Telecom - Services | 2.95 | 2.95 | 4.04 |
Finance | 4.07 | 4.07 | 5.24 |
IT - Services | 0.83 | 0.83 | - |
Consumer Durables | 2.55 | 2.55 | 1.31 |
Agricultural Food & other Products | 1.73 | 1.73 | 1.52 |
Realty | 0.83 | 0.83 | 0.47 |
Leisure Services | 0.98 | 0.98 | 0.32 |
Transport Services | 0.83 | 0.83 | 1.5 |
Industrial Manufacturing | 0.62 | 0.62 | - |
Power | 5.4 | 5.4 | 3.41 |
Transport Infrastructure | 1.18 | 1.18 | - |
Auto Components | 1.07 | 1.07 | 1.81 |
Insurance | 2.1 | 2.1 | 2.15 |
Healthcare Services | - | - | 1.36 |
Non - Ferrous Metals | - | - | 0.63 |
Beverages | - | - | 2.51 |
Aerospace & Defense | - | - | 2.19 |
Financial Technology (Fintech) | - | - | 0.58 |
Consumable Fuels | - | - | 0.13 |
Fertilizers & Agrochemicals | - | - | 0.54 |
Chemicals & Petrochemicals | - | - | 0.49 |
Textiles & Apparels | - | - | 0.3 |
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