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Canara Robeco Focused Equity Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹1819 Cr | ₹2749 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 32.33% | 37% |
| Expense Ratio | 2.04 | 1.96 |
| Manager | Kapil Malhotra | Shridatta Bhandwaldar |
| ISIN Code | INF277K010Y2 | INF760K01JT0 |
| Exits Load | Tata Focused Equity Fund - Regular Plan - 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 | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | - | 1.03% |
| 6 Month | 8.47% | 11.97% |
| 1 Year | -3% | 5.51% |
| 3 Year | 16.69% | 18.77% |
| 5 Year | 19.81% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2% | 3.81% |
| 1 Year | 8.56% | 16.54% |
| 3 Year | 13.03% | 18.28% |
| 5 Year | 14.32% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.6% | 13.05% |
| 3 Year | 18.64% | 17.75% |
| 5 Year | 20.38% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.87% | 12.22% |
| Sharp | 0.73% | 0.86% |
| Beta | 0.93% | 0.89% |
| Alpha | 0.66% | 2.13% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Kapil Malhotra | Shridatta Bhandwaldar |
| Total AUM | ₹18472 Cr | ₹69491 Cr |
| Funds Managed | 7 | 12 |
| Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.03 | 13.29 |
| Large Cap | 58.64 | 70.96 |
| Small Cap | 15.38 | 1.54 |
| Mid Cap | 16.95 | 14.21 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.62 | 5.41 |
| Energy | 4.17 | 4.61 |
| Technology | 14.36 | 4.62 |
| Consumer Cyclical | 8.37 | 17.58 |
| Industrials | 10.69 | 13.33 |
| Consumer Defensive | 1.94 | 4.82 |
| Financial Services | 26.1 | 27.4 |
| Healthcare | 16.76 | 13.06 |
| Real Estate | 2.29 | - |
| Basic Materials | 2.36 | 4.25 |
| Utilities | 6.34 | - |
| Communication Services | - | 4.91 |
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