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Tata Focused Equity Fund vs Canara Robeco Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1813 Cr | ₹2718 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 | 2.14% | 2.51% |
| 6 Month | 15.36% | 16.91% |
| 1 Year | -4.99% | 2.66% |
| 3 Year | 15.87% | 17.88% |
| 5 Year | 20.02% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.9% | 5.09% |
| 1 Year | 8.22% | 14.05% |
| 3 Year | 13.85% | 18.07% |
| 5 Year | 14.8% | - |
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 | 13.13% | 12.31% |
| Sharp | 0.62% | 0.80% |
| Beta | 0.93% | 0.88% |
| Alpha | 0.77% | 2.96% |
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 | 6.52 | 11.97 |
| Large Cap | 60.55 | 71.24 |
| Small Cap | 16.22 | 1.61 |
| Mid Cap | 16.71 | 15.18 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.95 | 5.01 |
| Energy | 4.16 | 4.64 |
| Technology | 15.15 | 4.79 |
| Consumer Cyclical | 8.11 | 19.75 |
| Industrials | 10.15 | 12.16 |
| Consumer Defensive | 2.05 | 5.26 |
| Financial Services | 25.71 | 26 |
| Healthcare | 17.28 | 13.15 |
| Real Estate | 2.23 | - |
| Basic Materials | 2.45 | 4.45 |
| Utilities | 6.75 | - |
| Communication Services | - | 4.78 |
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