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) | ₹20868 Cr | ₹2743 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 | -1.3% | -1.38% |
6 Month | 9.52% | 10.14% |
1 Year | 6.77% | 6.73% |
3 Year | 23.65% | 18.72% |
5 Year | 28.19% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.36% | 6.04% |
1 Year | 10.45% | 9.88% |
3 Year | 21.84% | 18.6% |
5 Year | 24.08% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.65% | 14.29% |
3 Year | 12.76% | 17.31% |
5 Year | 12.06% | - |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.70% | 13.11% |
Sharp | 1.75% | 1.16% |
Beta | 0.74% | 0.90% |
Alpha | 8.24% | 2.50% |
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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 | 16.07 | 11.19 |
Small Cap | 14.1 | 2.12 |
Large Cap | 66.51 | 71.02 |
Mid Cap | 3.32 | 15.67 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.35 | 5.23 |
Financial Services | 39.93 | 28.14 |
Real Estate | 2.72 | - |
Industrials | 4.16 | 11.81 |
Healthcare | 7.43 | 11.84 |
Consumer Cyclical | 22.84 | 18.42 |
Basic Materials | 2.91 | 4.81 |
Communication Services | 2.89 | 4.32 |
Technology | 3.75 | 6.54 |
Energy | - | 4.25 |
Consumer Defensive | - | 4.65 |
Utilities | - | 0 |
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