Pros | ![]() Lower volatility within category. ![]() Recovers losses quickly. ![]() 5Y returns in the top 25% of the category. | ![]() Consistently beats benchmark. ![]() Lower probablity of downside risk. ![]() Protects capital during bear phase. | ||
Cons | - | - |
INDMoney rank | 5/19 | 2/19 | ||
Category,Subcateogry | Equity,Large-Cap | Equity,Large-Cap | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 14873 Cr | 62717 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.46% | 0.87% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE 100 India TR INR | S&P BSE 100 India TR INR |
No of Holdings | 57 | 74 | ||
Top 5 Holdings | ICICI Bank Ltd (7.57%) HDFC Bank Ltd (7.42%) Reliance Industries Ltd (5.64%) Infosys Ltd (5.15%) Bharti Airtel Ltd (4.07%) | ICICI Bank Ltd (7.85%) Reliance Industries Ltd (6.96%) Larsen & Toubro Ltd (6.35%) HDFC Bank Ltd (5.12%) Infosys Ltd (4.92%) | ||
No of Sectors | 10 | 12 | ||
Top 3 Sectors | Financial Services (29.95%) Consumer Cyclical (11.84%) Tech (11.51%) | Financial Services (25.79%) Energy (12.59%) Consumer Cyclical (12.02%) | ||
Equity % | 96.06% | 90.27% | ||
Debt % | - | - | ||
P/E | 26.69 | 24.78 | ||
P/B | 4.53 | 4.12 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 5.37% | 4.97% | ||
3-Month Return | 12.76% | 12.3% | ||
6-Month Return | 17.6% | 15.02% | ||
1-Year Return | 36.62% | 40.98% | ||
3-Year Return | 15.99% | 20.73% | ||
5-Year Return | 23% | 23.12% |
Sharpe | 0.9 | 1.26 | ||
Alpha | 0.49 | 5.52 | ||
Beta | 0.9 | 0.86 | ||
Standard Deviation | 11.42 | 11.32 | ||
Information Ratio | -0.24 | 1.47 |
Description | Canara Robeco Bluechip Equity Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Bluechip Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shridatta Bhandwaldar,Vishal Mishra | Vaibhav Dusad,Anish Tawakley |