- Mutual Funds
- Canara Robeco Mutual Funds
- Canara Robeco Bluechip Equity Fund (RIDCW-A)
Formerly Canara Robeco Bluechip Equity Reg DR
Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 27.82
NAV (Apr 24)
Fund Returns
Last 1Y | 32% |
Last 3Y | 16.3% |
Last 5Y | 14.6% |
Last 10Y | 13.4% |
Since Inception | 12.2% |
6 Month CAGR | 19.2% |
Scheme Information
The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However,there can be no assurance that the investment objective of the scheme will be realized.
Expense Ratio | 1.69 |
Launched (14y ago) | Aug 20, 2010 |
AUM in Crores | 12565.736 |
ISIN | INF760K01AT9 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.9 |
Standard Deviation (5yr) | 16.7 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.83 |
Sharpe Ratio (3yr) | 0.808 |
Sharpe Ratio (5yr) | 0.596 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Canara Robeco Bluechip Equity Fund (RIDCW-A) | 10,53,365 | 3,20,753 | 14.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
7.8%icici bank ltd
7.3%reliance industries ltd
6.7%larsen & toubro ltd
5.1%infosys ltd
4.3%Allocation by Sector
financial services
29.4%consumer cyclical
13%industrials
11.5%technology
9.9%healthcare
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Canara Robeco Asset Management Co. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.7% | 16.9% | ||
14% | 14.4% | ||
21.4% | 16.5% | ||
21.4% | 16.5% | ||
14.9% | 11.7% |
Canara Robeco Bluechip Equity Fund (RIDCW-A) Review
Canara Robeco Bluechip Equity Fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 12.2% over a period of 13 years. The fund was previously known as Canara Robeco Bluechip Equity Reg DR. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Shridatta Bhandwaldar, Vishal Mishra.
Nav of Canara Robeco Bluechip Equity Fund (RIDCW-A) as of 4/24/2024 is ₹27.82 with the total AUM as of 4/25/2024 is ₹12565.736. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Bluechip Equity Fund (RIDCW-A) was launched on Aug 20, 2010. The category risk of the fund is Very High Risk.
The minimum SIP amount for Canara Robeco Bluechip Equity Fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Canara Robeco Bluechip Equity Fund (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.
Canara Robeco Bluechip Equity Fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 32% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Bluechip Equity Fund (RIDCW-A).
Frequently Asked Questions
What is Canara Robeco Bluechip Equity Fund (RIDCW-A)?
How to invest in Canara Robeco Bluechip Equity Fund (RIDCW-A)?
You can invest in Canara Robeco Bluechip Equity Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Canara Robeco Bluechip Equity Fund (RIDCW-A)?
The minimum sip amount for Canara Robeco Bluechip Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Canara Robeco Bluechip Equity Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Canara Robeco Bluechip Equity Fund (RIDCW-A) is a Neutral fund. You can investCanara Robeco Bluechip Equity Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Canara Robeco Bluechip Equity Fund (RIDCW-A)?
The expense ratio of the Canara Robeco Bluechip Equity Fund (RIDCW-A) is 1.69% for regular plan.