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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Canara Robeco Bluechip Equity Fund - Direct Plan
|
Very High
|
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0.51 |
|||
Very High
|
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0.91 |
||||
Very High
|
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1.01 |
||||
Very High
|
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0.71 |
||||
Very High
|
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0.62 |
₹14,579 Cr
1.00 (365)
5,000
--
100
6
Investment Strategy
The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Agnisheik Chatterji and Karan Jaiswal
Canara Robeco Bluechip Equity Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Canara Robeco Bluechip Equity Fund - Direct Plan fund can be purchased from the website of Canara Robeco Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Canara Robeco Bluechip Equity Fund - Direct Plan is ₹65.9900 as of 15-Feb-2025.
The AUM of Canara Robeco Bluechip Equity Fund - Direct Plan Fund is ₹14,579 Cr as of 31-Jan-2025
The riskometer level of Canara Robeco Bluechip Equity Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
8.51
|
|
7.98
|
|
5.36
|
|
4.72
|
|
4.03
|
As of 31-Jan-2025, Canara Robeco Bluechip Equity Fund - Direct Plan had invested 96.21% in Equity and 3.79% in Cash & Cash Eq. See More
Canara Robeco Bluechip Equity Fund - Direct Plan is 12 years 1 months old. It has delivered 15.01% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
11.51%
|
14.12%
|
16.77%
|
15.71%
|
13.60%
|
15.01%
|
No, There is no lock in period in Canara Robeco Bluechip Equity Fund - Direct Plan.
The expense ratio of Canara Robeco Bluechip Equity Fund - Direct Plan is 0.51.