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

Link copied to clipboard!

Tata Equity PE Fund Regular Plan -(Growth Option)

Invest Now

Canara Robeco Value Fund - Regular Plan - Growth Option

Invest Now

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)	₹8506 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	1.8	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	3.11%	2.32%
6 Month	-5.11%	-3.21%
1 Year	0.3%	4.21%
3 Year	23.79%	22.88%
5 Year	24.03%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
6 Month	7.39%	7.37%
1 Year	1.45%	4.77%
3 Year	18.77%	17.63%
5 Year	19.37%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
1 Year	16.58%	21.01%
3 Year	16.81%	19.79%
5 Year	15.09%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
Standard Deviation	14.62%	12.532%
Sharp	1%	0.888%
Beta	1.01%	0.879%
Alpha	2.51%	4.024%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	6.89	5.26
Mid Cap	12.68	6.82
Large Cap	58.88	63.36
Small Cap	21.55	24.56

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
Others	6.89	4.09
Cement & Cement Products	1.18	-
Petroleum Products	5.02	-
Textiles & Apparels	1.03	-
Banks	18.96	-
IT - Software	6.02	-
Leisure Services	0.79	-
Pharmaceuticals & Biotechnology	5.05	-
Consumer Durables	1.28	-
Capital Markets	7.13	-
Telecom - Services	3.57	-
Finance	11.64	-
Diversified FMCG	3.45	-
Automobiles	3.45	-
Gas	0.85	-
Oil	1.25	-
Realty	1.41	-
Entertainment	1.47	-
Auto Components	1.78	-
Industrial Products	0.62	-
Consumable Fuels	4.55	-
Minerals & Mining	1	-
Power	5.8	-
Retailing	2.06	-
Beverages	3.75	-
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