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 | 1.68% | 0.07% |
| 6 Month | 7.7% | 3.82% |
| 1 Year | 9.36% | 7.58% |
| 3 Year | 17.24% | 10.75% |
| 5 Year | - | 11.08% |
SIP Return Analysis
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.1% | 0.76% |
| 1 Year | 13.66% | 10% |
| 3 Year | 16.66% | 11.63% |
| 5 Year | - | 8.97% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.05% | 12.77% |
| 3 Year | 17.75% | 14.16% |
| 5 Year | - | 13.85% |
Risk Management
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.16% | 13.40% |
| Sharp | 0.84% | 0.37% |
| Beta | 0.88% | 0.92% |
| Alpha | 1.85% | -3.77% |
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 |
Top Comparisons
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns23.43%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.72%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.99%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns15.01%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns13.05%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns16.9%