axis bluechip fund vs canara robeco bluechip fund review - Finance Help In Hindi

Axis bluechip fund v/s Canara Robeco Bluechip fund comparison in 2021

hellow guy’s ye video kafi intresting hone wala hai kyuki aaj hum Axis bluechip fund v/s Canara robeco bluechip fund ko compare karenge or check karenge ki in dono me se aapke liye best fund konsa hai? kyuki past 5 year me axis bluechip fund ne 19.68% ke CAGR Return diya wahi pr Canara robeco bluechip fund ne 20.10% ka CAGR Return diya hai. i hope bahut saare logo ne yaha pr soch hi liya hoga ki canara robeco bluechip is best kyuki usne sabse jayda return diya hai.. 

lekin ruko -ruko ab tak humne fund ko compare nahi kiye hai.. (Comedy Time) lekin hum toh aapko batayenge. kyu?  best wahi jo aapke liye sahi.  or guys humne pichale video me humne top 8 best mutual fund house ko discuss kiya tha agar aapne us video ko abhi tak nahi dekha toh uska video ka link aapko decriptions me ya upar i button pr mil jayega.

toh chaliye bina kisi deri ke video ko start karte hai lekin uske pahle agar aap is channel pr pahli bar aaye ho toh aap is channel ko subscribe kar is bell icon ko jarur press kar dijiyega…

sabse pahle hum in dono fund ke basic informations ko compare karenge.

  Axis Bluechip Fund Canara Robeco Bluechip Fund
Category Large Cap Equity Fund Large Cap Equity Fund
Fund House Axis mutual fund Canara Robeco Mutual fund
Investment Objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

axis bluechip fund ka investment objective hai capital appriciation provide karana equity & equity related instrument me invest karke large cap me invest karna. 

The funds seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap + fund is name to reflect the investment strategy, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.

canara robeco bluechip fund ka investment objective hai capital appriciation provide karana un top 150 company me invest karna jinka large market capitalisations hai

AUM ( Asset Under Management) ₹21,867.92 Cr ₹1,518.25 Cr
Fund Manager Shreyash Devalkar Shridatta Bhandwaldar, Sanjay Bembalkar
Expense Ratio 0.50% 0.57%
Cash holding 0.30% 4.49%
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 12 months Exit load of 1% if redeemed within 1 year. Same for SIP.
Fund Type Open-End Open-End
Investment SIP 500/-
Lumsum 5000/-
SIP 1000/-
Lumsum 5000/-
Direct Plan Launch 01 Jan, 2013 02 Jan, 2013
Tax Implications Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 Lakh+ in a Financial Year Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 Lakh+ in a Financial Year
axis blue chip fund ke basic info kafhi achha hai comparetively carana rabeco bluechip fund..

ab hum is fund ke trailing return check karnge jaha pr hum is fund ke past year me is fund ne kaisa perform kiya hai use check karenge. 

                          Past Performance Trailing Return 

  3 Mon 6 Mon YTD 1 Year 2 Year 3 Year 5 Year
Axis Bluechip Fund 10.50% 26.97% 1.85% 17.92% 22.07% 17.70% 19.45%
Canara Robeco Bluechip Fund 14.47% 28.72% 5.62% 25.30% 25.31% 17.63% 19.88%
Category average Return 14.33% 28.34% 5.59% 20.06% 18.26% 11.72% 16.09%

lekin axis bluechip fund ke comparision me canara rabeco bluechip fund ne jayda return diya hai..toh kya canara rabeco fund achha hai?  toh canara rabeco fund ne achha return diya hai lekin iska expense ratio bhi toh jayda hai.. agar expense ratio or return ke behalf pr dekhe toh almost dono fund ke return as it is same hi hai..

Return on invst lumsum amount (5 Lakh)

abhi hum check karenge ki agar aapne in fund me agar 5 year pahle one time srif ek 5 Lakh rupess ka invest kiya hota toh aapke 5 Lakh rupees ban jate 

axis bluechip fund :—> 11,93,172/-

Canara robeco bluechip fund —-> 12,44,155/-

yaha pr total difference 50,000 above ka nikal ke aata hai..toh yaha pr past record me canara robeco bluechip fund ne achha perform kiya hai..lekin wait

Risk Ratio

Ratios calculated on daily returns for last 3 years (Updated as on 29th January, 2021)

Standard Deviation
Beta
Sharpe Ratio
Alpha
Axis Bluechip Fund
17.71
0.72
0.54
5.33
Canara Robeco Bluechip Fund
18.8
0.89
0.5
4.12
Category
17
0.79
0.18
-1.34

Portfolio Analysis

toh guy’s ye tha is fund ke full detailes compare video jaha pr hum is fund basic info, past record, portfolio ko discuss kiya. jaha pr humara conclusion ye nikal ke aata hai. agar aap ek aisa fund dekh rahe hai jaha pr risk thoda low or return consistend mile toh aap axis bluechip fund me invest kar sakte hai.. kyuki yaha pr aapko return compare to canara rabeco fund se kam mila hai lekin iska risk ratio aapko kafhi kam dekhne mil jata hai.  or aap is fund minimum 500 rupees invest start kar sakte hai..

or rahi bat canara rabeco bluechip fund ki toh yaha pr aapko return jayda dekhne ko mil jata hai lekin return ke bahalf pr aapko expense ratio, risk ratio bhi jayda dekhne ko mil jata hai..  

for eg . . aap 10 rupees kamane ke liye 5 rupees risk wali company ke invest karenge ya  15 risk wali company me invest karenege. 

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