Canara Robeco Focused Equity Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1739 Cr | ₹2441 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 Equity Fund-Regular Plan-Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.47% | 3.22% |
6 Month | -6.07% | -2.25% |
1 Year | 2.37% | 10.76% |
3 Year | 19.16% | 22.08% |
5 Year | 22.79% | - |
SIP Return Analysis
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.62% | 7.56% |
1 Year | -0.48% | 8.69% |
3 Year | 14.36% | 18.55% |
5 Year | 15.72% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Canara Robeco Focused Equity 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 Equity Fund-Regular Plan-Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.255% | 12.67% |
Sharp | 0.518% | 0.644% |
Beta | 0.995% | 0.868% |
Alpha | -0.625% | 1.157% |
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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 |
Funds Managed | 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 | 4.77 | 4.96 |
Large Cap | 58.06 | 74.93 |
Small Cap | 20.69 | 2.33 |
Mid Cap | 16.49 | 17.79 |
Sector Allocation
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.77 | 2.81 |
Energy | 4.04 | 3.39 |
Consumer Cyclical | 16.91 | 17.67 |
Industrials | 13.18 | 9.52 |
Financial Services | 28.27 | 29.02 |
Healthcare | 7.4 | 10.93 |
Communication Services | 1.99 | 4.67 |
Basic Materials | 2.32 | 6.37 |
Real Estate | 2.06 | - |
Technology | 12.7 | 9.2 |
Utilities | 6.35 | 2.14 |
Consumer Defensive | - | 4.29 |
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