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Tata Equity PE Fund Regular Plan vs Canara Robeco Value Fund 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) ₹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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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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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
Funds Managed 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

Others 5.92 5.26
Mid Cap 13.14 6.82
Large Cap 59.79 63.36
Small Cap 21.15 24.56

Sector Allocation

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

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