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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) | ₹1866 Cr | ₹2857 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 | 0.87% | -0.29% |
| 6 Month | 5.81% | 5.93% |
| 1 Year | -2.27% | 3.95% |
| 3 Year | 13.68% | 16.43% |
| 5 Year | 17.17% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.09% | 2.93% |
| 1 Year | 11.97% | 16.38% |
| 3 Year | 12.95% | 17.32% |
| 5 Year | 14.12% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.17% | 13.05% |
| 3 Year | 18.34% | 17.75% |
| 5 Year | 20.03% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.52% | 12.16% |
| Sharp | 0.65% | 0.84% |
| Beta | 0.91% | 0.88% |
| Alpha | -0.40% | 1.85% |
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 | 10.53 | 11.11 |
| Large Cap | 67.26 | 72.73 |
| Small Cap | 11.11 | 2.05 |
| Mid Cap | 11.11 | 14.11 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.02 | 3.72 |
| Energy | 4.43 | 5.36 |
| Technology | 13.26 | 4.36 |
| Consumer Cyclical | 8.09 | 16.53 |
| Industrials | 9.24 | 13.49 |
| Consumer Defensive | 1.85 | 4.8 |
| Financial Services | 27.81 | 29.29 |
| Healthcare | 12.23 | 12.25 |
| Basic Materials | 5.98 | 4.6 |
| Real Estate | 3.53 | - |
| Utilities | 5.57 | - |
| Communication Services | - | 5.61 |
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