Axis Focused Fund vs Canara Robeco Focused Equity Fund compare
Canara Robeco Focused Fund - Regular Plan - Growth Option
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2749 Cr | ₹12257 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 May 2021 | 29 Jun 2012 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 37% | 180% |
| Expense Ratio | 1.96 | 1.74 |
| Manager | Shridatta Bhandwaldar | Shreyash Devalkar |
| ISIN Code | INF760K01JT0 | INF846K01CH7 |
| Exits Load | Canara Robeco Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.9% | 3% |
| 6 Month | 10.4% | 6.28% |
| 1 Year | 7.8% | 4.91% |
| 3 Year | 17.2% | 11.06% |
| 5 Year | - | 13% |
SIP Return Analysis
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.23% | 2.58% |
| 1 Year | 16.07% | 14.17% |
| 3 Year | 18.18% | 13.7% |
| 5 Year | - | 10.34% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.05% | 13.08% |
| 3 Year | 17.75% | 14.22% |
| 5 Year | - | 13.94% |
Risk Management
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.32% |
| Sharp | 0.86% | 0.31% |
| Beta | 0.89% | 0.91% |
| Alpha | 2.13% | -4.35% |
Fund Managers
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Shridatta Bhandwaldar | Shreyash Devalkar |
| Total AUM | ₹69491 Cr | ₹166770 Cr |
| Funds Managed | 12 | 14 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 13.29 | 14.31 |
| Large Cap | 70.96 | 66.71 |
| Mid Cap | 14.21 | 18.03 |
| Small Cap | 1.54 | 0.95 |
Sector Allocation
| Scheme Name |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.41 | 4.84 |
| Energy | 4.61 | - |
| Technology | 4.62 | 4.65 |
| Industrials | 13.33 | 11.87 |
| Healthcare | 13.06 | 11.62 |
| Financial Services | 27.4 | 33.39 |
| Consumer Cyclical | 17.58 | 13.53 |
| Basic Materials | 4.25 | 3.74 |
| Consumer Defensive | 4.82 | 1.35 |
| Communication Services | 4.91 | 8.58 |
| Real Estate | - | 3.41 |
| Utilities | - | 3.03 |
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