Canara Robeco Bluechip Equity Fund – Direct Growth

Equity · Large Cap
 · ★★★★
100
Min SIP
5,000
Min Lumpsum
0.51 %
Expense Ratio
★★★★
Rating
11,823
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 20 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 27.7% 15.4% 20.1% 15.4%
Category Average 29.7% 17.5% 17.8% -

Scheme Allocation

By Holding
By Sector
By Asset
8.34%
7.16%
5.58%
Others
67.24%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 8.34%
ICICI Bank Banks Equity 7.16%
Reliance Industr Refineries Equity 6.75%
Infosys IT - Software Equity 5.58%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.93%
Bharti Airtel Telecomm-Service Equity 4.12%
TCS IT - Software Equity 3.37%
ITC Tobacco Products Equity 2.95%
Axis Bank Banks Equity 2.88%
UltraTech Cem. Cement Equity 2.83%
Bajaj Finance Finance Equity 2.79%
NTPC Power Generation & Distribution Equity 2.7%
St Bk of India Banks Equity 2.52%
Sun Pharma.Inds. Pharmaceuticals Equity 2.51%
Tata Motors Automobile Equity 2.08%
HCL Technologies IT - Software Equity 2.02%
M & M Automobile Equity 1.63%
Bajaj Auto Automobile Equity 1.61%
Bharat Electron Aerospace & Defence Equity 1.56%
Kotak Mah. Bank Banks Equity 1.54%
Hind. Unilever FMCG Equity 1.45%
Titan Company Diamond, Gems and Jewellery Equity 1.37%
Maruti Suzuki Automobile Equity 1.35%
Max Healthcare Healthcare Equity 1.32%
United Spirits Alcoholic Beverages Equity 1.24%
SBI Life Insuran Insurance Equity 1.22%
REC Ltd Finance Equity 1.15%
Cholaman.Inv.&Fn Finance Equity 1.14%
Mankind Pharma Pharmaceuticals Equity 1.12%
Interglobe Aviat Air Transport Service Equity 1.12%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.12%
Siemens Capital Goods - Electrical Equipment Equity 1.11%
A B B Capital Goods - Electrical Equipment Equity 1.08%
IndusInd Bank Banks Equity 0.89%
Abbott India Pharmaceuticals Equity 0.88%
Page Industries Readymade Garments/ Apparells Equity 0.85%
Sona BLW Precis. Auto Ancillaries Equity 0.76%
P I Industries Agro Chemicals Equity 0.67%
Cipla Pharmaceuticals Equity 0.65%
Indian Hotels Co Hotels & Restaurants Equity 0.65%
Dr Reddy's Labs Pharmaceuticals Equity 0.65%
Nestle India FMCG Equity 0.61%
Avenue Super. Retail Equity 0.59%
Tata Consumer Plantation & Plantation Products Equity 0.55%
Tech Mahindra IT - Software Equity 0.52%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 0.52%
Hind.Aeronautics Aerospace & Defence Equity 0.46%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.43%
Ashok Leyland Automobile Equity 0.41%
Torrent Pharma. Pharmaceuticals Equity 0.32%
Coforge IT - Software Equity 0.3%
Banks
23.33%
IT-Software
11.79%
Petroleum Products
6.75%
Automobiles
6.67%
Pharmaceuticals & Biotech
6.13%
Others
45.33%
View all Sectors
Sectors Asset
Banks 23.33%
IT-Software 11.79%
Petroleum Products 6.75%
Automobiles 6.67%
Pharmaceuticals & Biotech 6.13%
Finance 5.08%
Construction 4.93%
Diversified FMCG 4.4%
Telecom-Services 4.12%
Debt 3.33%
Cement & Cement Products 2.83%
Electrical Equipments 2.71%
Power 2.7%
Retailing 2.14%
Aerospace & Defense 2.02%
Consumer Durables 1.37%
Healthcare Services 1.32%
Beverages 1.24%
Insurance 1.22%
Transport Services 1.12%
Textiles & Apparels 0.85%
Auto Components 0.76%
Fertilisers & Agrochemica 0.67%
Leisure Services 0.65%
Food Products 0.61%
Agricultural Food & other 0.55%
Agricultural, Commercial 0.41%
Cash & Others 0.3%
Equity
96.37%
Reverse Repos
3.33%
Net Curr Ass/Net Receivables
0.3%
Others
0%

Advance Ratio

0.11
Alpha
3.48
SD
0.89
Beta
0.88
Sharpe

Exit Load

Exit Load 1.00% - If redeemed / switched out within 1 year from the date of allotment. Nil - If redeemed or switched out after 1 year from the date of allotment.

Fund Objective

Canara Robeco Bluechip Equity Fund is a mutual fund managed by Canara Robeco that invests in large-capitalisation stocks. It was launched on January 1, 2013, and its current fund managers are Shridatta Bhandwaldar and Vishal Mishra. Canara Robeco Bluechip Equity Fund is a growth-focused equity fund.

The fund’s holdings are concentrated on equities of big, diverse firms. Businesses in these categories include those in the banking, IT, energy, healthcare, and other related industries. Consequently, the returns are sensitive to market volatility.

Canara Robeco Bluechip Equity Fund is an investment vehicle with the long-term goal of providing growth in addition to wealth accumulation. To accomplish this investing goal, the majority of its holdings are placed in corporations that have a significant share of the market capitalisation. The fund’s minimum investment time is 5 years, and it recommends 10–15 years to reach the goal.

Pros & Cons

Pros Cons
10 year, 5 year, and 3 year annualised return higher than category average. 1 year annualised return is lower than the category average.
Low expense ratio.

 

Who should invest in Canara Robeco Bluechip Equity Fund?

  • Canara Robeco Bluechip Equity Fund is a large-cap fund that can provide alpha to its investors. The Fund’s focus on large-cap firms (those included in the benchmark indices Nifty 50 and Sensex) means that its holdings are likely to be more stable than those of smaller and medium-sized businesses.
  • As a high-risk investment, the Fund’s NAV is likely to experience volatility over the short and medium term. Therefore, it is best for those with a more aggressive approach to the equities markets and is only suitable for long-term investors (those planning to hold their funds for longer than 5 years).

What are the benefits of investing in the Canara Robeco Bluechip Equity Fund?

There are several long-term benefits to investing in the Canara Robeco Bluechip Equity Fund.

Advantages of the Equity Asset Class

Equity as an asset class has historically outperformed other conventional asset classes like gold and debt when it comes to outpacing inflation. Large-cap equities, like those held by Canara Robeco Bluechip Equity Fund, are less susceptible to market fluctuations than those held by mid- or small-cap corporations.

Instrument for Creating Wealth

The Fund has been successfully used as an investment vehicle to achieve long-term monetary objectives. Large-cap equity funds like this one need a commitment of at least five years from investors.

Fund Managers

Shridatta Bhandwaldar - CEO

Mr Shridatta Bhandwaldar has been leading the charge for Canara Robeco Mutual Fund, one of the most successful funds in India right now. He has been the CEO of the firm since 2008 and has been in charge of their impressive growth in the mutual fund industry. His strategies have proven to be effective time and time again, which has led to their exponential growth in assets under management. His main goal as the CEO is to grow their company to reach over $10 billion in assets under management.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Canara Robeco Mutual Fund
AUM:
79,364 Cr
Address:
Construction House,4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
Contact:
+91 22 66585000
Email ID:
crmf@canararobeco.com

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Frequently Asked Questions

How to invest in Canara Robeco Bluechip Equity Fund – Direct Growth ?

You can invest in Canara Robeco Bluechip Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Canara Robeco Bluechip Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Canara Robeco Bluechip Equity Fund – Direct Growth ?

The NAV of Canara Robeco Bluechip Equity Fund – Direct Growth is ₹60.2 as of 20 February 2024.

How to redeem Canara Robeco Bluechip Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Canara Robeco Bluechip Equity Fund – Direct Growth?

The minimum SIP amount of Canara Robeco Bluechip Equity Fund – Direct Growth is ₹100

What are the top sectors Canara Robeco Bluechip Equity Fund – Direct Growth has invested in?

The top sectors Canara Robeco Bluechip Equity Fund – Direct Growth has invested in are
  1. Banks - 23.33%
  2. IT-Software - 11.79%
  3. Petroleum Products - 6.75%
  4. Automobiles - 6.67%
  5. Pharmaceuticals & Biotech - 6.13%

Can I make investments in both the SIP and Lump Sum schemes of Canara Robeco Bluechip Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Canara Robeco Bluechip Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Canara Robeco Bluechip Equity Fund – Direct Growth generated ?

The Canara Robeco Bluechip Equity Fund – Direct Growth has delivered 15.4% since inception

What is the expense ratio of Canara Robeco Bluechip Equity Fund – Direct Growth ?

The expense ratio of Canara Robeco Bluechip Equity Fund – Direct Growth is 0.51 % as of 20 February 2024.

What is the AUM of Canara Robeco Bluechip Equity Fund – Direct Growth?

The AUM of Canara Robeco Bluechip Equity Fund – Direct Growth is ₹79,364 Cr as of 20 February 2024

What are the top stock holdings of Canara Robeco Bluechip Equity Fund – Direct Growth?

The top stock holdings of Canara Robeco Bluechip Equity Fund – Direct Growth are
  1. HDFC Bank - 8.34%
  2. ICICI Bank - 7.16%
  3. Reliance Industr - 6.75%
  4. Infosys - 5.58%
  5. Larsen & Toubro - 4.93%

How can I redeem my investments in Canara Robeco Bluechip Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Canara Robeco Bluechip Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Is there any lock in period for Canara Robeco Emerging Equities Direct Growth?

No, there is no lock in period for Canara Robeco Emerging Equities Direct Growth.

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