Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

Fund House: Canara Robeco Mutual Fund

Category: Equity: Focused

Status: Open Ended Schemes

Launch Date: 05-05-2021

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: BSE 500 TRI

Total Assets: 2615.63 As on (30-05-2025)

Expense Ratio: 1.95% As on (30-04-2025)

Turn over: 81.00% | Exit Load: 1% - If redeemed/switched out within 365 days from the date of allotment, Nil - if redeemed/switched out after 365 days from the date of allotment

NAV as on 11-06-2025

19.81

0.04

CAGR Since Inception

17.89%

BSE 500 TRI 12.59%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 13.65 21.66 - - 17.89
Benchmark - - - - -
Equity: Focused 7.86 19.69 22.64 13.87 15.84

Funds Manager

Mr. Shridatta Bhandwaldar (Fund Manager) / Mr. Amit Kadam (Fund Manager)

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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

Portfolio Holdings

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Sector Allocation

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

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Canara Robeco Focused Equity Fund Reg Gr 05-05-2021 13.65 22.64 21.66 0.0 0.0
Bandhan Focused Equity Reg Gr 16-03-2006 15.45 23.82 21.92 21.93 12.68
Invesco India Focused Gr 08-09-2020 14.33 35.67 26.9 0.0 0.0
ICICI Pru Focused Equity Gr 05-05-2009 13.72 28.79 25.74 27.02 15.2
Mirae Asset Focused Reg Gr 05-05-2019 13.69 15.68 13.6 21.59 0.0
HDFC Focused 30 Gr 05-09-2004 12.65 26.85 25.96 30.32 15.12
DSP Focused Fund Reg Gr 10-06-2010 11.25 25.22 22.32 22.12 12.49
LIC MF Focused Fund Reg Gr 13-11-2017 11.0 18.13 16.85 20.52 0.0
SBI Focused Equity Reg Gr 01-10-2004 10.91 21.04 18.78 21.04 15.06
Old Bridge Focused Equity Reg Gr 24-01-2024 10.89 0.0 0.0 0.0 0.0

Asset Allocation (%)

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 0.97 2.04 0.89 - -
Equity: Focused - - - - - -