- Mutual Funds
- Canara Robeco Mutual Fund
- Canara Robeco Focused Equity Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.85
NAV (Oct 14)
Fund Returns
Last 1Y | 39% |
Last 3Y | 17.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.2% |
6 Month CAGR | 16.5% |
Scheme Information
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 | 1.95 |
Launched (0y ago) | 1.95 |
AUM in Crores | 2647.5 |
ISIN | INF760K01JT0 |
Lock-in | - |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.1 |
Beta | 0.9 |
Sharpe Ratio | 1.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Canara Robeco Focused Equity Fund (G) | 11,38,763 | 4,06,151 | 17.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
ICICI Bank Ltd.
8.2%HDFC Bank Ltd.
5.7%Infosys Ltd.
5.7%Others
5.3%Trent Ltd.
4.6%Allocation by Sector
Financial
21.6%Services
10.4%Technology
10.2%Automobile
9.1%Energy
7.1%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Canara Robeco Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.3% | 17.6% | ||
12.6% | 12.9% | ||
21.8% | 28.6% | ||
31.5% | 16.1% | ||
13.7% | 13.8% |
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 22.194% 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 10/14/2024 is ₹19.85 with the total AUM as of 10/15/2024 is ₹2647.4557. 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 Below Average.
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.
It is rated as a null fund in Equity and delivered 38.975% 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)?
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, it is a fund. You can invest in it 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.
What is the NAV of Canara Robeco Focused Equity Fund (G)?
Today's Canara Robeco Focused Equity Fund (G) NAV is ₹19.85.