Tata Focused Equity Fund vs Canara Robeco Focused Equity Fund compare

Tata Focused Equity Fund vs Canara Robeco Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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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)	₹1881 Cr	₹2869 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	-1.89%	-1.17%
6 Month	0.98%	1.91%
1 Year	3.69%	7.84%
3 Year	14.8%	17.55%
5 Year	14.78%	-

SIP Return Analysis

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Canara Robeco Focused Fund - Regular Plan - Growth Option
6 Month	0.34%	0.37%
1 Year	7.12%	9.78%
3 Year	10.1%	14.15%
5 Year	12.24%	-

Rolling Lumpsum Returns

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Canara Robeco Focused Fund - Regular Plan - Growth Option
1 Year	16.66%	11.75%
3 Year	18.19%	17.56%
5 Year	19.89%	-

Risk Management

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Canara Robeco Focused Fund - Regular Plan - Growth Option
Standard Deviation	12.55%	11.63%
Sharp	0.72%	0.93%
Beta	0.91%	0.89%
Alpha	-0.98%	1.53%

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	7.53	10.54
Large Cap	71.56	72.09
Small Cap	9.81	1.82
Mid Cap	11.1	15.55

Sector Allocation

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Canara Robeco Focused Fund - Regular Plan - Growth Option
Others	5.77	3.63
Energy	4.63	5.64
Technology	12.83	4.6
Industrials	9.29	12.36
Consumer Defensive	1.84	2.58
Financial Services	27.61	30.43
Healthcare	12.97	11.96
Basic Materials	6.64	2.51
Consumer Cyclical	10.1	18.55
Real Estate	2.86	1.82
Utilities	5.47	-
Communication Services	-	5.93

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