Tata Focused Equity Fund vs Canara Robeco Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹1739 Cr | ₹2441 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 Equity Fund-Regular Plan-Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.27% | -2.75% |
6 Month | -11.02% | -7.01% |
1 Year | 4.1% | 8.55% |
3 Year | 13.38% | 13.77% |
5 Year | 16.12% | - |
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 | -8.26% | -4.02% |
3 Year | 13.65% | 15.12% |
5 Year | 17.01% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.62% | 16.37% |
3 Year | 19.32% | 17.76% |
5 Year | 18.37% | - |
Risk Management
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.255% | 12.67% |
Sharp | 0.518% | 0.644% |
Beta | 0.995% | 0.868% |
Alpha | -0.625% | 1.157% |
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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 | 2.62 | 5.26 |
Large Cap | 56.27 | 82.83 |
Small Cap | 25.04 | 4.56 |
Mid Cap | 16.07 | 7.35 |
Sector Allocation
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.62 | 4.79 |
Petroleum Products | 3.62 | - |
Auto Components | 5.32 | - |
Construction | 10.06 | 4.79 |
Banks | 22.3 | - |
Healthcare Services | 1.99 | - |
Insurance | 1.94 | 5.09 |
Finance | 2.1 | - |
Entertainment | 2.22 | - |
Agricultural, Commercial & Construction Vehicles | 3.01 | - |
Consumer Durables | 5.43 | - |
Pharmaceuticals & Biotechnology | 5.39 | - |
Cement & Cement Products | 2.15 | - |
Realty | 2.3 | - |
Retailing | 8.36 | - |
IT - Software | 8.45 | - |
Commercial Services & Supplies | 3.97 | - |
Power | 6.08 | - |
Leisure Services | 2.69 | - |
Energy | - | 8.27 |
Technology | - | 8.14 |
Healthcare | - | 5.61 |
Metals & Mining | - | 3.68 |
Financial | - | 23.74 |
Consumer Staples | - | 2.06 |
Consumer Discretionary | - | 4.47 |
Capital Goods | - | 5.52 |
Communication | - | 4.79 |
Automobile | - | 8.47 |
Services | - | 7.19 |
Materials | - | 3.39 |
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