- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1819 Cr | ₹2749 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 | 1.92% | 2.74% |
| 6 Month | 6.76% | 10.46% |
| 1 Year | 1% | 8.25% |
| 3 Year | 14.5% | 17.27% |
| 5 Year | 19.49% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.23% | 4.1% |
| 1 Year | 10.14% | 16.42% |
| 3 Year | 12.84% | 17.92% |
| 5 Year | 14.06% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.6% | 13.05% |
| 3 Year | 18.64% | 17.75% |
| 5 Year | 20.38% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.52% | 12.16% |
| Sharp | 0.65% | 0.84% |
| Beta | 0.91% | 0.88% |
| Alpha | -0.40% | 1.85% |
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 | 9.03 | 13.29 |
| Large Cap | 58.64 | 70.96 |
| Small Cap | 15.38 | 1.54 |
| Mid Cap | 16.95 | 14.21 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.62 | 5.41 |
| Energy | 4.17 | 4.61 |
| Technology | 14.36 | 4.62 |
| Consumer Cyclical | 8.37 | 17.58 |
| Industrials | 10.69 | 13.33 |
| Consumer Defensive | 1.94 | 4.82 |
| Financial Services | 26.1 | 27.4 |
| Healthcare | 16.76 | 13.06 |
| Real Estate | 2.29 | - |
| Basic Materials | 2.36 | 4.25 |
| Utilities | 6.34 | - |
| Communication Services | - | 4.91 |
Top Comparisons
SBI Magnum Income Fund-Regular Plan-Growth
3Y Returns7.51%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.7%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.55%
Kotak Money Market Fund - (Growth)
3Y Returns7.52%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.38%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.6%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.94%
LIC MF Large Cap Fund-Growth
3Y Returns11.69%
