• Mutual Funds
  • Canara Robeco Mutual Fund
  • Canara Robeco Focused Equity Fund (G)
Canara Robeco Mutual Funds

Canara Robeco Focused Equity Fund (G)

EquityFocused

19.11

NAV (Oct 31)

20.582%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.11

NAV (Oct 31)

Fund Returns

Last 1Y
39.2%
Last 3Y
16.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
20.6%
6 Month CAGR
12.7%

Scheme Information

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.

Expense Ratio
1.93%
Launched 3Y ago
2021-05-17
AUM in Crores
2647.5
ISIN
INF760K01JT0
Lock-in (days)
No Lock-in
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
11.8
Beta
0.9
Sharpe Ratio
1.1
YTM
-
Fund Managers

Amit Kadam

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco Focused Equity Fund (G)70%11,04,786 3,72,17416.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-07

Top Stock Holdings

ICICI Bank Ltd.

8.18%
8.18%

HDFC Bank Ltd.

5.73%
5.73%

Infosys Ltd.

5.65%
5.65%

Others

5.33%
5.33%

Trent Ltd.

4.6%
4.6%
See all holdings

Allocation by Sector

Financial

21.17%
21.17%

Services

10.59%
10.59%

Automobile

8.94%
8.94%

Energy

8.31%
8.31%

Technology

8.13%
8.13%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 17,770 cr

₹ 51,197 cr

amc-img

About the AMC

Canara Robeco Mutual Fund

Canara Robeco Asset Management Company was set up in 1987 with a joint venture between Canbank Mutual Fund and Robeco Groep N.V. The Compnay offers wide rage of products in debt, equity, hybrid funds.amc-img
phone-img022-22621371/ 66585000 / 665850010
Fund NameScripbox Opinion
Till Date CAGR

17.7%

17.1%

12.4%

12.9%

22.3%

27.8%

29.1%

15.7%

12.7%

13.5%

Canara Robeco Focused Equity Fund (G) Review

Canara Robeco Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 20.58% over 3 years. The fund has grown over a period of 3 years. The fund is managed by Canara Robeco Mutual Fund. The fund managers are Amit Kadam, Shridatta Bhandwaldar.

Nav of Canara Robeco Focused Equity Fund (G) as of 10/31/2024 is ₹19.11 with the total AUM as of 11/4/2024 is ₹2647.46. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Focused Equity Fund (G) was launched on 2021-05-17. The category risk of the fund is Very High.

The minimum SIP amount for Canara Robeco Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Canara Robeco Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with Canara Robeco Focused Equity Fund (G).

Frequently Asked Questions

What is Canara Robeco Focused Equity Fund (G)?

It is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Canara Robeco Focused Equity Fund (G)?

You can invest in Canara Robeco Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Canara Robeco Focused Equity Fund (G)?

The minimum sip amount for Canara Robeco Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

What is the expense ratio of the Canara Robeco Focused Equity Fund (G)?

The expense ratio of the Canara Robeco Focused Equity Fund (G) is 1.93% for regular plan.

What is the NAV of Canara Robeco Focused Equity Fund (G)?

Today's Canara Robeco Focused Equity Fund (G) NAV is ₹19.11.