Canara Robeco Value Fund vs Tata Equity PE Fund Regular Plan compare

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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tortoise-icon Canara Robeco Value Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Canara Robeco Value Fund - Regular Plan - Growth Option
Fund Tata Equity PE Fund Regular Plan -(Growth Option) Canara Robeco Value Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6996 Cr ₹937 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jun 2004 05 Sep 2021
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI S&P BSE 500 TRI
Turn Over 48.01% 39.82%
Expense Ratio 1.81 2.22
Manager Amey Sathe Vishal Mishra
ISIN Code INF277K01451 INF760K01JZ7
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Canara Robeco Value Fund - Regular Plan - Growth Option
1 Month 5.67% 5.34%
6 Month 22.91% 18.02%
1 Year 50.39% 41.83%
3 Year 26.59% -
5 Year 21.98% -

SIP Return Analysis

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Canara Robeco Value Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.72% 17.28%
3 Year 52.97% 44.23%
5 Year 90.67% 44.23%

Rolling Lumpsum Returns

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Canara Robeco Value Fund - Regular Plan - Growth Option
1 Year 24.2% 21.85%
3 Year 66.59% 48.34%
5 Year 99.69% 48.34%

Risk Management

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Canara Robeco Value Fund - Regular Plan - Growth Option
Standard Deviation 12.45% 13.19%
Sharp 1.37% -
Beta 0.94% -
Alpha 5.64% -

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Fund Managers

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) Canara Robeco Value Fund - Regular Plan - Growth Option
Name Amey Sathe Vishal Mishra
Total AUM ₹11910 Cr ₹19446 Cr
Fund Manage 4 5
Tata Equity PE Fund Regular Plan -(Growth Option) Canara Robeco Value Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

Canara Robeco Value Fund - Regular Plan - Growth Option

Large Cap 57.7 65.41
Small Cap 19.81 15.85
Others 2.76 4.91
Mid Cap 19.73 13.83

Sector Allocation

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

Canara Robeco Value Fund - Regular Plan - Growth Option

Financial 28.56 24.69
Energy 18.67 12.51
Materials 8.03 2.35
Capital Goods 6.97 9.2
Consumer Staples 6.13 9.15
Technology 4.36 7.54
Textiles 3.15 1.39
Automobile 7.33 6.93
Others 2.71 2.58
Services 4.01 2.68
Healthcare 2.82 6.02
Communication 1.45 3.4
Metals & Mining 2.84 -
Chemicals 1.41 1.98
Construction 1.56 6.48
Insurance - 2.57
Consumer Discretionary - 0.53

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