Canara Robeco Focused Equity Fund vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

tortoise-icon Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Fund Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1848 Cr ₹2514 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 1.94
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 Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
1 Month -2.97% -1.81%
6 Month -6.85% -0.27%
1 Year 7.45% 14.98%
3 Year 12.85% 14.18%
5 Year 16.75% -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
6 Month - -
1 Year -2.9% 6.18%
3 Year 15.85% 18.85%
5 Year 17.94% -

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
1 Year 22.62% 16.37%
3 Year 19.32% 17.76%
5 Year 18.37% -

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Standard Deviation 12.55% 11.63%
Sharp 0.97% 1.02%
Beta 0.96% 0.83%
Alpha -0.29% 2.02%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Name Kapil Malhotra Shridatta Bhandwaldar
Total AUM ₹18472 Cr ₹69491 Cr
Fund Manage 7 12
Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Others 2.62 5.26
Large Cap 56.27 82.83
Small Cap 25.04 4.56
Mid Cap 16.07 7.35

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Others 2.62 4.79
Petroleum Products 3.62 -
Auto Components 5.32 -
Construction 10.06 4.79
Banks 22.3 -
Healthcare Services 1.99 -
Insurance 1.94 5.09
Finance 2.1 -
Entertainment 2.22 -
Agricultural, Commercial & Construction Vehicles 3.01 -
Consumer Durables 5.43 -
Pharmaceuticals & Biotechnology 5.39 -
Cement & Cement Products 2.15 -
Realty 2.3 -
Retailing 8.36 -
IT - Software 8.45 -
Commercial Services & Supplies 3.97 -
Power 6.08 -
Leisure Services 2.69 -
Energy - 8.27
Technology - 8.14
Healthcare - 5.61
Metals & Mining - 3.68
Financial - 23.74
Consumer Staples - 2.06
Consumer Discretionary - 4.47
Capital Goods - 5.52
Communication - 4.79
Automobile - 8.47
Services - 7.19
Materials - 3.39

Top Comparisons

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns5.66%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns4.3%

Compare Now

Bajaj Finserv Large and Mid Cap Fund - Reg (G) Bajaj Finserv Large and Mid Cap Fund - Reg (G)

3Y Returns0%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns12.4%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.32%

VS

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns8.92%

Compare Now

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns5.57%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns5.82%

Compare Now
Request call back
Add to Cart Successfully