Skip to main content
  • Home
  • Scheme Overview

Canara Robeco Focused Fund - Regular Plan - Growth Option

(Erstwhile 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 Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 261.56 Cr As on (30-05-2025)
Turn over:
NAV (₹): 20.24 ₹ -0.02 ( -0.0988%)
as on 01-07-2025
CAGR Since Inception - 18.25%
BSE 500 TRI - 12.61%

Fund Managers

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


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.

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

Scheme Performance (%) Data as on - 01-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Canara Robeco Focused Fund - Regular Plan - Growth Option 10.42 23.08 - - 18.25
Benchmark - - - - -
Equity: Focused 5.01 21.53 22.31 13.61 16.67

RETURNS CALCULATOR for Canara Robeco Focused 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 :

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.

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Canara Robeco Focused Fund - Regular Plan - Growth Option 11.63 0.97 2.04 0.89 - -
Equity: Focused - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Canara Robeco Focused Fund Reg Gr 05-05-2021 10.42 21.84 23.08 0.0 0.0
ICICI Pru Focused Equity Gr 05-05-2009 10.75 27.29 26.86 26.56 14.89
SBI FOCUSED FUND Reg PLAN Gr 01-10-2004 10.23 20.03 19.97 21.15 14.88
HDFC Focused Fund GR 05-09-2004 10.18 26.05 27.6 29.39 14.72
Bandhan Focused Fund Reg Gr 16-03-2006 9.93 22.4 22.76 21.02 12.23
Invesco India Focused Gr 08-09-2020 9.19 34.06 28.56 0.0 0.0
Mirae Asset Focused Reg Gr 05-05-2019 8.53 14.3 14.49 19.65 0.0
ABSL Focused Gr 05-10-2005 8.03 21.1 20.63 21.39 12.8
Old Bridge Focused Fund Reg Gr 24-01-2024 7.31 0.0 0.0 0.0 0.0
Axis Focused Fund Reg Gr 02-05-2012 7.29 15.67 15.22 15.58 11.89

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

AMC partners we work with