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) | ₹1847 Cr | ₹2743 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 | -0.72% | -1.38% |
6 Month | 6% | 10.14% |
1 Year | -2.74% | 6.73% |
3 Year | 16.43% | 18.72% |
5 Year | 20.85% | - |
SIP Return Analysis
Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.09% | 6.04% |
1 Year | -0.81% | 9.88% |
3 Year | 13.5% | 18.6% |
5 Year | 15.19% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 20.84% | 14.29% |
3 Year | 18.86% | 17.31% |
5 Year | 19.02% | - |
Risk Management
Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.69% | 13.11% |
Sharp | 0.92% | 1.16% |
Beta | 0.93% | 0.90% |
Alpha | -0.56% | 2.50% |
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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 | 9.07 | 11.19 |
Large Cap | 57.74 | 71.02 |
Small Cap | 17.66 | 2.12 |
Mid Cap | 15.54 | 15.67 |
Sector Allocation
Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.07 | 5.23 |
Energy | 4.52 | 4.25 |
Technology | 14.61 | 6.54 |
Consumer Cyclical | 11.59 | 18.42 |
Industrials | 7.84 | 11.81 |
Consumer Defensive | 1.74 | 4.65 |
Financial Services | 27.11 | 28.14 |
Healthcare | 12.46 | 11.84 |
Basic Materials | 2.3 | 4.81 |
Real Estate | 1.96 | - |
Utilities | 6.81 | 0 |
Communication Services | - | 4.32 |
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