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) | ₹22444 Cr | ₹2718 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 | 3.26% | 2.38% |
6 Month | 14.52% | 16.67% |
1 Year | 5.64% | 1.66% |
3 Year | 21.57% | 16.8% |
5 Year | 28.13% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.57% | 5.09% |
1 Year | 15.71% | 14.05% |
3 Year | 21.4% | 18.07% |
5 Year | 23.19% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.45% | 13.54% |
3 Year | 12.91% | 17.86% |
5 Year | 12.12% | - |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.99% | 12.31% |
Sharp | 1.39% | 0.80% |
Beta | 0.72% | 0.88% |
Alpha | 8.16% | 2.96% |
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 | 14.69 | 11.8 |
Small Cap | 13.81 | 1.74 |
Large Cap | 68.25 | 71.33 |
Mid Cap | 3.25 | 15.13 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 11.94 | 5.74 |
Financial Services | 39.52 | 26.51 |
Real Estate | 2.76 | - |
Industrials | 4.51 | 12.51 |
Healthcare | 8.01 | 13.64 |
Consumer Cyclical | 23.11 | 17.85 |
Basic Materials | 2.8 | 4.48 |
Communication Services | 2.68 | 3.8 |
Utilities | 0.58 | - |
Technology | 4.1 | 5.57 |
Energy | - | 4.75 |
Consumer Defensive | - | 5.16 |
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