Tata Focused Equity Fund vs Canara Robeco 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 2.98% 3.76%
6 Month 18.2% 18.6%
1 Year 40.74% 39.29%
3 Year 19.04% 18.8%
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 14.36% 14.2%
3 Year 35.49% 33.99%
5 Year 64.44% 35.86%

Rolling Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
1 Year 24.31% 15.81%
3 Year 54.89% 41.6%
5 Year 73.86% 42.02%

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

ICICI Prudential Constant Maturity Gilt Fund - Growth ICICI Prudential Constant Maturity Gilt Fund - Growth

3Y Returns5.41%

VS

DSP 10Y G-Sec Fund - Regular Plan - Growth DSP 10Y G-Sec Fund - Regular Plan - Growth

3Y Returns4.85%

Compare Now

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.32%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns5.86%

Compare Now

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns5.73%

VS

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns5.69%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns17.37%

VS

Franklin India Multi - Asset Solution Fund of Funds- Growth Plan Franklin India Multi - Asset Solution Fund of Funds- Growth Plan

3Y Returns11.44%

Compare Now
Request call back
Add to Cart Successfully