Scheme Overview
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: 1.95% As on ( 30-04-2025) |
| Status: Open Ended |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,459.22 Cr As on ( 31-03-2025) |
| Turn over: |
18.44
-0.16 ( -0.8677% )
16.22%
BSE 500 TRI12.38%
PERFORMANCE of Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 09-05-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 12.44 | 18.76 | - | - | 16.22 |
| Benchmark | - | - | - | - | - |
| Equity: Focused | 7.36 | 16.55 | 22.44 | 12.93 | 14.64 |
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 0.79 | 2.14 | 0.89 | - | - |
| Equity: Focused | - | - | - | - | - | - |
PEER COMPARISION of Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
| 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 | 12.44 | 20.31 | 18.76 | 0.0 | 0.0 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 15.47 | 26.16 | 24.57 | 31.1 | 14.37 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 14.3 | 26.99 | 23.11 | 27.91 | 14.23 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 13.12 | 23.96 | 18.81 | 22.07 | 11.91 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 13.0 | 21.58 | 18.12 | 21.14 | 11.55 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 12.07 | 13.1 | 10.59 | 21.38 | 0.0 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 11.97 | 20.59 | 16.75 | 22.12 | 12.42 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 11.56 | 0.0 | 0.0 | 0.0 | 0.0 |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 11.21 | 21.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 10.95 | 33.97 | 23.38 | 0.0 | 0.0 |
