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

Canara Robeco Focused Equity Fund (Growth)

EquityDiversified

18.38

NAV (Jul 24)

21%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

18.38

NAV (Jul 24)

Fund Returns

Last 1Y
33.1%
Last 3Y
18.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
21%
6 Month CAGR
17%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies. However,there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1.95
Launched (3y ago)
May 17, 2021
AUM in Crores
2431.189
ISIN
INF760K01JT0
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.1
Standard Deviation (5yr)
0
Beta (3yr)
0.86
Beta (5yr)
0
Sharpe Ratio (3yr)
1.071
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Shridatta Bhandwaldar

Fund Manager

Amit Kadam

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 (Growth)70%11,62,079 4,29,46718.3%
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 2024-07-24

Top Stock Holdings

icici bank ltd

8.3%
8.3%

hdfc bank ltd

7.5%
7.5%

reliance industries ltd

5.3%
5.3%

trent ltd

5.1%
5.1%

bharti airtel ltd

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

29.9%
29.9%

consumer cyclical

19.1%
19.1%

industrials

10.6%
10.6%

technology

8.4%
8.4%

basic materials

7.8%
7.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 16,283 cr

₹ 21,459 cr

₹ 24,345 cr

₹ 45,470 cr

₹ 71,700 cr

amc-img

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 104,900 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 34 equity,41 debt and 8 hybrid funds.amc-img
phone-img022-66585000
Fund NameScripbox Opinion
Till Date CAGR

20.4%

17.2%

14%

14.4%

20.2%

16.9%

20.2%

16.9%

14.1%

11.9%

Canara Robeco Focused Equity Fund (G) Review

Canara Robeco Focused Equity Fund (G) is a Diversified Equity fund and has delivered an annualised return of 21% over a period of 3 years. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Amit Kadam, Shridatta Bhandwaldar.

Nav of Canara Robeco Focused Equity Fund (G) as of 7/24/2024 is ₹18.38 with the total AUM as of 7/25/2024 is ₹2431.189. 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 May 17, 2021. The category risk of the fund is Very High Risk.

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 S&P BSE 500 India TR INR.

Canara Robeco Focused Equity Fund (G) is rated as a 0 fund in Equity and delivered 32.7% returns in the last 1 year. 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)?

Canara Robeco Focused Equity Fund (G) is a Diversified 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.

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

As per Scripbox experts, Canara Robeco Focused Equity Fund (G) is a Not Reviewed Yet fund. You can investCanara Robeco Focused Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

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 1.95% for regular plan.