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

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Tata Equity PE Fund Regular Plan -(Growth Option)

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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)	₹8068 Cr	₹1209 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	29 Jun 2004	03 Sep 2021
Category	Value	Value
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	48.01%	39.82%
Expense Ratio	1.79	2.14
Manager	Amey Sathe	Vishal Mishra
ISIN Code	INF277K01451	INF760K01JZ7
Exits Load	Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Canara Robeco Value Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
1 Month	4.76%	6.01%
6 Month	-1.64%	1.87%
1 Year	5.79%	10.51%
3 Year	23.5%	23.45%
5 Year	25.8%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
6 Month	-1.1%	0.23%
1 Year	-11.13%	-6.07%
3 Year	15.83%	15.07%
5 Year	17.76%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
1 Year	17.28%	23.54%
3 Year	16.64%	20.72%
5 Year	14.99%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
Standard Deviation	12.45%	12.532%
Sharp	0.86%	0.888%
Beta	0.97%	0.879%
Alpha	3.52%	4.024%

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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
Funds Managed	4	5
	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
Others	5.92	5.26
Mid Cap	13.14	6.82
Large Cap	59.79	63.36
Small Cap	21.15	24.56

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
Others	5.92	4.09
Cement & Cement Products	1.25	-
Petroleum Products	4.87	-
Textiles & Apparels	1.16	-
Banks	20.12	-
IT - Software	6.43	-
Leisure Services	0.6	-
Pharmaceuticals & Biotechnology	4.97	-
Consumer Durables	1.28	-
Capital Markets	7.17	-
Telecom - Services	2.97	-
Finance	12.19	-
Diversified FMCG	3.32	-
Automobiles	3.46	-
Gas	0.92	-
Oil	1.21	-
Realty	1.33	-
Entertainment	1.58	-
Auto Components	1.44	-
Industrial Products	0.78	-
Consumable Fuels	4.79	-
Minerals & Mining	1.09	-
Power	5.65	-
Retailing	1.68	-
Beverages	3.82	-
Energy	-	7.38
Technology	-	8.48
Industrials	-	12.16
Financial Services	-	29.91
Healthcare	-	8.48
Utilities	-	4.84
Basic Materials	-	4.92
Consumer Defensive	-	6.66
Consumer Cyclical	-	7.08
Communication Services	-	3.75
Real Estate	-	2.24