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Tata Equity PE Fund Regular Plan vs Canara Robeco Value Fund compare
Tata Equity PE Fund Regular Plan -(Growth Option)
Canara Robeco Value Fund - Regular Plan - Growth Option
Chart Comparison
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 | 4.43% | 3.96% |
| 6 Month | -5.82% | -3.51% |
| 1 Year | 7.05% | 9.47% |
| 3 Year | 19.72% | 19.16% |
| 5 Year | 25.53% | - |
SIP Return Analysis
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.05% | 0.36% |
| 1 Year | -8.83% | -4.05% |
| 3 Year | 17.9% | 16.89% |
| 5 Year | 19.22% | - |
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 | 0.71% | 0.888% |
| Beta | 0.98% | 0.879% |
| Alpha | 3.78% | 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 | 13.21 | 5.26 |
| Large Cap | 52.87 | 63.36 |
| Mid Cap | 12.71 | 6.82 |
| Small Cap | 21.21 | 24.56 |
Sector Allocation
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.72 | 4.09 |
| Technology | 7.07 | 8.48 |
| Basic Materials | 3.94 | 4.92 |
| Energy | 9.89 | 7.38 |
| Consumer Cyclical | 10.42 | 7.08 |
| Financial Services | 35.86 | 29.91 |
| Healthcare | 5.18 | 8.48 |
| Communication Services | 4.54 | 3.75 |
| Consumer Defensive | 6.83 | 6.66 |
| Industrials | 0.38 | 12.16 |
| Utilities | 6.17 | 4.84 |
| Real Estate | - | 2.24 |
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