Nippon India Focused Equity Fund vs Canara Robeco Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹8464 Cr | ₹2749 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Dec 2006 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 59% | 37% |
| Expense Ratio | 1.84 | 1.96 |
| Manager | Vinay Sharma | Shridatta Bhandwaldar |
| ISIN Code | INF204K01GE7 | INF760K01JT0 |
| Exits Load | Nippon India Focused Equity Fund - 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 | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.36% | 2.9% |
| 6 Month | 7.49% | 10.4% |
| 1 Year | 4.61% | 7.8% |
| 3 Year | 14.11% | 17.2% |
| 5 Year | 22.6% | - |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.01% | 0.54% |
| 1 Year | 8.59% | 9.19% |
| 3 Year | 11.97% | 15.54% |
| 5 Year | 13.44% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.22% | 13.05% |
| 3 Year | 14.95% | 17.75% |
| 5 Year | 16.49% | - |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.52% | 12.16% |
| Sharp | 0.60% | 0.84% |
| Beta | 0.90% | 0.88% |
| Alpha | -0.97% | 1.85% |
Fund Managers
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vinay Sharma | Shridatta Bhandwaldar |
| Total AUM | ₹14183 Cr | ₹69491 Cr |
| Funds Managed | 3 | 12 |
| Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.89 | 13.29 |
| Large Cap | 61.37 | 70.96 |
| Mid Cap | 20.85 | 14.21 |
| Small Cap | 12.89 | 1.54 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.89 | 5.41 |
| Energy | 5.58 | 4.61 |
| Technology | 4.86 | 4.62 |
| Financial Services | 33.01 | 27.4 |
| Basic Materials | 3.25 | 4.25 |
| Consumer Cyclical | 19.03 | 17.58 |
| Healthcare | 10.35 | 13.06 |
| Communication Services | 1.17 | 4.91 |
| Consumer Defensive | 3.08 | 4.82 |
| Industrials | 10.88 | 13.33 |
| Utilities | 3.9 | - |
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