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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| 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 |
|---|---|---|
| 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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