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) | ₹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 | 0.75% | 1.25% |
| 6 Month | 0.68% | 2.29% |
| 1 Year | 22.37% | 18.9% |
| 3 Year | 21.22% | 21.14% |
| 5 Year | 20.15% | - |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | Canara Robeco Value Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.56% | 10.94% |
| 3 Year | 26.03% | 23.41% |
| 5 Year | 24.54% | - |
| 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 | 1.08% | - |
| Beta | 0.96% | - |
| Alpha | 4.9% | - |
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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 |
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