Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Category: Equity: Focused
Launch Date: 05-05-2021
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 1.97% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,459.22 Cr As on (31-03-2025)
Turn over: -
NAV as on 30-04-2025

18.66

-0.1 (-0.5359%)

CAGR Since Inception

16.68%

BSE 500 TRI 12.43%

PERFORMANCE of Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 30-04-2025

Yearly Performance (%)

Fund Managers

Shridatta Bhandwaldar, Amit Kadam

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.

RETURNS CALCULATOR for Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 11.63 0.59 1.87 0.9 - -
Equity: Focused - - - - - -

PEER COMPARISION of Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Period
Data as on - 30-04-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 10.02 21.98 17.01 0.0 0.0
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 15.59 27.62 23.58 29.72 14.43
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 14.62 29.15 22.18 27.46 14.41
DSP Focus Fund - Regular Plan - Growth 10-06-2010 12.46 26.29 17.68 20.91 11.96
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 11.96 24.23 16.42 20.72 11.71
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 10.09 20.52 14.02 21.16 14.11
Invesco India Focused Fund - Growth 08-09-2020 9.85 35.45 21.59 0.0 0.0
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 9.39 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 9.37 22.02 15.47 21.14 12.48
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 9.32 14.76 9.06 20.27 0.0

PORTFOLIO ANALYSIS of Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Asset Allocation (%)