Tata Focused Equity Fund vs Canara Robeco Focused Equity Fund compare

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

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tortoise-icon Canara Robeco Focused Equity 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 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%

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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

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