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) | ₹2869 Cr | ₹11972 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 | -0.15% | -1.79% |
| 6 Month | 0.7% | -3.73% |
| 1 Year | 7.14% | 4.05% |
| 3 Year | 17.31% | 11.8% |
| 5 Year | - | 7.01% |
SIP Return Analysis
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.37% | -2.3% |
| 1 Year | 9.78% | 1.74% |
| 3 Year | 14.15% | 8.07% |
| 5 Year | - | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.75% | 12.39% |
| 3 Year | 17.56% | 14.03% |
| 5 Year | - | 13.7% |
Risk Management
| Scheme Name | Canara Robeco Focused Fund - Regular Plan - Growth Option | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 15.43% |
| Sharp | 0.93% | 0.45% |
| Beta | 0.89% | 0.93% |
| Alpha | 1.53% | -4.16% |
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 | 10.54 | 12.52 |
| Large Cap | 72.09 | 68.49 |
| Mid Cap | 15.55 | 18.4 |
| Small Cap | 1.82 | 0.6 |
Sector Allocation
| Scheme Name |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.63 | 3.02 |
| Energy | 5.64 | - |
| Financial Services | 30.43 | 34.28 |
| Technology | 4.6 | 4.67 |
| Industrials | 12.36 | 11.97 |
| Consumer Cyclical | 18.55 | 13.51 |
| Healthcare | 11.96 | 11.54 |
| Real Estate | 1.82 | 3.73 |
| Consumer Defensive | 2.58 | 1.69 |
| Communication Services | 5.93 | 9.16 |
| Basic Materials | 2.51 | 3.46 |
| Utilities | - | 2.98 |
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