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Tata Focused Equity Fund vs Canara Robeco Focused Equity Fund compare

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tortoise-icon Tata Focused Fund-Regular Plan-Growth

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

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Chart Comparison

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

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) ₹1847 Cr ₹2743 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 -1.85% -1.93%
6 Month 3.56% 8.17%
1 Year -4.74% 5.42%
3 Year 15.58% 18.05%
5 Year 20.54% -

SIP Return Analysis

Scheme Name Tata Focused Fund-Regular Plan-Growth Canara Robeco Focused Fund - Regular Plan - Growth Option
6 Month 3.09% 6.04%
1 Year -0.81% 9.88%
3 Year 13.5% 18.6%
5 Year 15.19% -

Rolling Lumpsum Returns

Scheme Name Tata Focused Fund-Regular Plan-Growth Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Year 19.73% 13.54%
3 Year 18.87% 17.86%
5 Year 21.71% -

Risk Management

Scheme Name Tata Focused Fund-Regular Plan-Growth Canara Robeco Focused Fund - Regular Plan - Growth Option
Standard Deviation 13.69% 13.11%
Sharp 0.92% 1.16%
Beta 0.93% 0.90%
Alpha -0.56% 2.50%

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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 9.07 11.19
Large Cap 57.74 71.02
Small Cap 17.66 2.12
Mid Cap 15.54 15.67

Sector Allocation

Scheme Name

Tata Focused Fund-Regular Plan-Growth

Canara Robeco Focused Fund - Regular Plan - Growth Option

Others 9.07 5.23
Energy 4.52 4.25
Technology 14.61 6.54
Consumer Cyclical 11.59 18.42
Industrials 7.84 11.81
Consumer Defensive 1.74 4.65
Financial Services 27.11 28.14
Healthcare 12.46 11.84
Basic Materials 2.3 4.81
Real Estate 1.96 -
Utilities 6.81 0
Communication Services - 4.32

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