Tata Equity PE Fund Regular Plan vs Canara Robeco Value Fund compare

Tata Equity PE Fund Regular Plan -(Growth Option)

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Canara Robeco Value Fund - Regular Plan - Growth Option

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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)	₹8681 Cr	₹1264 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	1.78	2.12
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

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
1 Month	-4.26%	-4.36%
6 Month	-6%	-5.42%
1 Year	14.09%	10.69%
3 Year	18.52%	17.54%
5 Year	18.93%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-0.09%	1.32%
3 Year	21.92%	19.78%
5 Year	22.11%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
1 Year	17.13%	24.09%
3 Year	16.47%	22.2%
5 Year	14.86%	-

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
Standard Deviation	12.45%	13.19%
Sharp	0.97%	-
Beta	0.96%	-
Alpha	5.14%	-

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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
Fund Manage	4	5
	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
Others	8.82	4.91
Mid Cap	15.6	13.83
Large Cap	50.82	65.41
Small Cap	24.76	15.85

Scheme Name	Tata Equity PE Fund Regular Plan -(Growth Option)	Canara Robeco Value Fund - Regular Plan - Growth Option
Others	8.82	2.58
Cement & Cement Products	1.38	-
Petroleum Products	4.61	-
Textiles & Apparels	3.68	-
Banks	18.13	-
Aerospace & Defense	0.9	-
IT - Software	4.8	-
Leisure Services	0.83	-
Pharmaceuticals & Biotechnology	5.72	-
Consumer Durables	2.05	-
Capital Markets	5.19	-
Finance	10.65	-
Telecom - Services	2.5	-
Diversified FMCG	3.55	-
Automobiles	2.64	-
Construction	0.62	6.48
Gas	0.88	-
Oil	1.44	-
Auto Components	2.84	-
Entertainment	1.69	-
Industrial Products	0.73	-
Consumable Fuels	4.12	-
Minerals & Mining	1.08	-
Power	5.86	-
Retailing	1.68	-
Beverages	3.61	-
Energy	-	12.51
Technology	-	7.54
Consumer Staples	-	9.15
Financial	-	24.69
Healthcare	-	6.02
Consumer Discretionary	-	0.53
Capital Goods	-	9.2
Insurance	-	2.57
Automobile	-	6.93
Chemicals	-	1.98
Materials	-	2.35
Communication	-	3.4
Services	-	2.68
Textiles	-	1.39