Canara Robeco Focused Equity Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹8712 Cr | ₹2857 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Dec 2006 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 59% | 37% |
| Expense Ratio | 1.84 | 1.96 |
| Manager | Vinay Sharma | Shridatta Bhandwaldar |
| ISIN Code | INF204K01GE7 | INF760K01JT0 |
| Exits Load | Nippon India Focused Equity 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 | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.94% | 0.05% |
| 6 Month | 3.75% | 5.53% |
| 1 Year | 4.7% | 3.36% |
| 3 Year | 13.6% | 16.63% |
| 5 Year | 18.83% | - |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.11% | 2.35% |
| 1 Year | 15.92% | 15.13% |
| 3 Year | 13.58% | 16.55% |
| 5 Year | 14.13% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.2% | 13.05% |
| 3 Year | 14.92% | 17.75% |
| 5 Year | 16.62% | - |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.50% | 12.17% |
| Sharp | 0.59% | 0.81% |
| Beta | 0.90% | 0.89% |
| Alpha | -0.42% | 2.12% |
Fund Managers
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vinay Sharma | Shridatta Bhandwaldar |
| Total AUM | ₹14183 Cr | ₹69491 Cr |
| Funds Managed | 3 | 12 |
| Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.68 | 11.11 |
| Large Cap | 62.21 | 72.73 |
| Mid Cap | 18.49 | 14.11 |
| Small Cap | 15.62 | 2.05 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.68 | 3.72 |
| Petroleum Products | 5.56 | - |
| IT - Software | 4.86 | - |
| Finance | 7.82 | - |
| Banks | 24.42 | - |
| Cement & Cement Products | 3.31 | - |
| Leisure Services | 5.61 | - |
| Pharmaceuticals & Biotechnology | 5.78 | - |
| Entertainment | 1.28 | - |
| Beverages | 3.24 | - |
| Electrical Equipment | 3.6 | - |
| Retailing | 11.16 | - |
| Healthcare Services | 2.77 | - |
| Diversified | 2.56 | - |
| Transport Services | 2.63 | - |
| Auto Components | 3.86 | - |
| Industrial Manufacturing | 1.82 | - |
| Capital Markets | 1.9 | - |
| Power | 4.14 | - |
| Energy | - | 5.36 |
| Financial Services | - | 29.29 |
| Technology | - | 4.36 |
| Industrials | - | 13.49 |
| Healthcare | - | 12.25 |
| Consumer Cyclical | - | 16.53 |
| Basic Materials | - | 4.6 |
| Consumer Defensive | - | 4.8 |
| Communication Services | - | 5.61 |
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