Canara Robeco Focused Equity Fund vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Fund Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1816 Cr ₹2431 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2019 05 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 1.97
Manager Kapil Malhotra Shridatta Bhandwaldar
ISIN Code INF277K010Y2 INF760K01JT0
Exits Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 Exit load of 1% if redeemed within 365 Days./365

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
1 Month -5.64% -4.43%
6 Month 8.33% 11.41%
1 Year 27.35% 31.12%
3 Year 14.5% 14.84%
5 Year - -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
6 Month - -
1 Year 20.04% 24.91%
3 Year 22.77% 23.15%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
1 Year 23.17% 14.32%
3 Year 19.75% 18.49%
5 Year - -

Risk Management

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Standard Deviation 12.55% 11.63%
Sharp 0.97% 1.02%
Beta 0.96% 0.83%
Alpha -0.29% 2.02%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Name Kapil Malhotra Shridatta Bhandwaldar
Total AUM ₹18472 Cr ₹69491 Cr
Fund Manage 7 12
Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Others 4.67 5.26
Large Cap 57.48 82.83
Small Cap 16.32 4.56
Mid Cap 21.53 7.35

Sector Allocation

Scheme Name

Tata Focused Equity Fund-Regular Plan-Growth

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Others 4.67 4.79
Energy 12.19 8.27
Automobile 8.46 8.47
Materials 4.98 3.39
Construction 5.14 4.79
Financial 26.79 23.74
Healthcare 7.47 5.61
Insurance 2.16 5.09
Technology 9.76 8.14
Capital Goods 5.91 5.52
Services 12.47 7.19
Metals & Mining - 3.68
Consumer Staples - 2.06
Consumer Discretionary - 4.47
Communication - 4.79

Top Comparisons

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.29%

VS

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.46%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.22%

VS

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns6.22%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns12.09%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns17.06%

Compare Now

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.73%

VS

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns5.67%

Compare Now
Request call back
Add to Cart Successfully