Canara Robeco Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹25140 Cr | ₹2857 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 24.96% | 37% |
| Expense Ratio | 1.67 | 1.96 |
| Manager | Dhruv Muchhal | Shridatta Bhandwaldar |
| ISIN Code | INF179K01574 | INF760K01JT0 |
| Exits Load | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.25% | 1.68% |
| 6 Month | 6.37% | 7.7% |
| 1 Year | 11.66% | 9.36% |
| 3 Year | 21.36% | 17.24% |
| 5 Year | 26.98% | - |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.73% | 2.29% |
| 1 Year | 15.45% | 14.51% |
| 3 Year | 19.85% | 16.97% |
| 5 Year | 21.76% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.99% | 13.05% |
| 3 Year | 13.28% | 17.75% |
| 5 Year | 12.33% | - |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.78% | 12.16% |
| Sharp | 1.40% | 0.84% |
| Beta | 0.72% | 0.88% |
| Alpha | 6.95% | 1.85% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Shridatta Bhandwaldar |
| Total AUM | ₹520687 Cr | ₹69491 Cr |
| Funds Managed | 40 | 12 |
| HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.42 | 13.29 |
| Small Cap | 13.07 | 1.54 |
| Large Cap | 69.31 | 70.96 |
| Mid Cap | 3.2 | 14.21 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.95 | 5.41 |
| Financial Services | 38.99 | 27.4 |
| Real Estate | 2.47 | - |
| Industrials | 4.66 | 13.33 |
| Healthcare | 7.5 | 13.06 |
| Consumer Cyclical | 22.88 | 17.58 |
| Basic Materials | 2.65 | 4.25 |
| Communication Services | 2.39 | 4.91 |
| Utilities | 2.26 | - |
| Technology | 4.24 | 4.62 |
| Energy | - | 4.61 |
| Consumer Defensive | - | 4.82 |
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