Fund review: Canara Robeco Bluechip Equity Fund
Synopsis
The fund manager remains index conscious but portfolio construction is fairly index agnostic. The fund has put on a a consistent show of outperformance since 2017 and has emerged a worthy bet in the embattled largecap space.
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
How the fund has performed 84090304Where the fund invests
84090312
Basic facts Date of Launch: 20 Aug, 2010 Category: Equity Type: Large Cap AUM (As on 31 May 2021): Rs 2,886 crore
Last year, this mutual fund had to quickly realign a fifth of its portfolio to adhere to the revised asset allocation norms for multi-cap funds. Its earlier large-cap heavy stance has been toned down to accommodate 25% exposure to both mid-and small caps.
Last year, this mutual fund had to quickly realign a fifth of its portfolio to adhere to the revised asset allocation norms for multi-cap funds. Its earlier large-cap heavy stance has been toned down to accommodate 25% exposure to both mid-and small caps.
Tata India Tax Savings mutual fund review: A fund with a modest long-term return profile
Synopsis
After shunning concentration until recently, the fund now runs a compact portfolio. The portfolio size has been cut down by half from 70-odd stocks a few years ago to 36 now. This has resulted in large positions in its top bets mostly index heavyweights.
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
How the fund has performed 82478671
Where the fund invests 82478680
Basic facts
Fund review: Tata India Tax Savings Fund
Synopsis
After shunning concentration until recently, the fund now runs a compact portfolio. The portfolio size has been cut down by half from 70-odd stocks a few years ago to 36 now. This has resulted in large positions in its top bets mostly index heavyweights.
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
How the fund has performed 82478671
Where the fund invests 82478680
Basic facts Date of launch: 31 March, 1996 Category: Equity Type: ELSS