Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Fund House: Canara Robeco Mutual Fund| Category: Equity: Focused |
| Launch Date: 05-05-2021 |
| Asset Class: |
| Benchmark: BSE 500 TRI |
| TER: 1.98% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,270.47 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed / switched out within 1 year from the date of allotment. Nil - if redeemed/switched out after 1 Year from the date of allotment. |
17.33
-0.01 (-0.0577%)
15.05%
Benchmark: 12.16%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.24 |
| Sharpe Ratio | 0.53 |
| Alpha | 1.0 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 8.18 | 20.27 | 14.91 | - | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 15.75 | 32.82 | 18.52 | - | - |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 13.09 | 23.73 | 15.39 | 17.56 | 10.57 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 12.45 | - | - | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 12.15 | 25.14 | 22.65 | 27.15 | 13.25 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 11.23 | 22.96 | 13.58 | 16.88 | 10.22 |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 10.12 | 19.5 | 11.04 | 18.14 | 12.81 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 10.09 | 25.52 | 18.99 | 25.77 | 12.61 |
| ITI Focused Equity Fund - Regular Plan - Growth | 19-06-2023 | 8.21 | - | - | - | - |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 6.08 | 20.43 | - | - | - |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.26%
Others
2.88%
Large Cap
74.88%
Mid Cap
17.98%
