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
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) | ₹8485 Cr | ₹1241 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Jun 2004 | 05 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 | 2.13 |
Manager | Amey Sathe | Vishal Mishra |
ISIN Code | INF277K01451 | INF760K01JZ7 |
Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 | Exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Canara Robeco Value Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.17% | 1.13% |
6 Month | 23.84% | 18.11% |
1 Year | 53.65% | 42.03% |
3 Year | 25.49% | - |
5 Year | 24.88% | - |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Canara Robeco Value Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 21.72% | 17.28% |
3 Year | 52.97% | 44.23% |
5 Year | 90.67% | 44.23% |
Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Canara Robeco Value Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 24.2% | 21.85% |
3 Year | 66.59% | 48.34% |
5 Year | 99.69% | 48.34% |
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 | 1.44% | - |
Beta | 0.94% | - |
Alpha | 5.86% | - |
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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 57.7 | 65.41 |
Small Cap | 19.81 | 15.85 |
Others | 2.76 | 4.91 |
Mid Cap | 19.73 | 13.83 |
Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
Canara Robeco Value Fund - Regular Plan - Growth Option |
---|---|---|
Financial | 28.56 | 24.69 |
Energy | 18.67 | 12.51 |
Materials | 8.03 | 2.35 |
Capital Goods | 6.97 | 9.2 |
Consumer Staples | 6.13 | 9.15 |
Technology | 4.36 | 7.54 |
Textiles | 3.15 | 1.39 |
Automobile | 7.33 | 6.93 |
Others | 2.71 | 2.58 |
Services | 4.01 | 2.68 |
Healthcare | 2.82 | 6.02 |
Communication | 1.45 | 3.4 |
Metals & Mining | 2.84 | - |
Chemicals | 1.41 | 1.98 |
Construction | 1.56 | 6.48 |
Insurance | - | 2.57 |
Consumer Discretionary | - | 0.53 |
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