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) | ₹8887 Cr | ₹2890 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 | 0.47% | -0.58% |
| 6 Month | 2.69% | 4.33% |
| 1 Year | 5.25% | 2.92% |
| 3 Year | 13.66% | 16.56% |
| 5 Year | 18.35% | - |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.33% | 1.4% |
| 1 Year | 15.35% | 14.14% |
| 3 Year | 13.48% | 15.95% |
| 5 Year | 13.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.2% | 13.05% |
| 3 Year | 14.92% | 17.75% |
| 5 Year | 16.62% | - |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.50% | 12.17% |
| Sharp | 0.59% | 0.81% |
| Beta | 0.90% | 0.89% |
| Alpha | -0.42% | 2.12% |
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 | 3.71 | 12.09 |
| Large Cap | 62.2 | 71.59 |
| Mid Cap | 21.24 | 14.4 |
| Small Cap | 12.85 | 1.91 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.71 | 5.19 |
| Energy | 5.56 | 5.59 |
| Technology | 4.86 | 4.54 |
| Financial Services | 34.14 | 30.18 |
| Basic Materials | 3.31 | 2.45 |
| Consumer Cyclical | 18.78 | 17.26 |
| Healthcare | 10.38 | 12.06 |
| Communication Services | 1.28 | 5.67 |
| Consumer Defensive | 3.24 | 2.52 |
| Industrials | 10.6 | 12.63 |
| Utilities | 4.14 | - |
| Real Estate | - | 1.91 |
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