Canara Robeco Focused Equity Fund – Direct Growth

₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.48 %
Expense Ratio
Rating
1,924
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 11.8% - - 17.2%
Category Average 9.7% 22.9% 12.7% -

Scheme Allocation

By Holding
By Sector
By Asset
9.21%
9.07%
5.86%
Others
65.2%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 9.21%
HDFC Bank Banks Equity 9.07%
Infosys IT - Software Equity 5.86%
Reliance Industr Refineries Equity 5.78%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.88%
Bharti Airtel Telecomm-Service Equity 4.27%
Bajaj Finance Finance Equity 4.25%
St Bk of India Banks Equity 3.93%
TCS IT - Software Equity 3.56%
UltraTech Cem. Cement Equity 3.5%
Bharat Electron Electronics Equity 3.38%
Axis Bank Banks Equity 3.35%
Trent Retail Equity 3.33%
J B Chem & Pharm Pharmaceuticals Equity 3.03%
Uno Minda Auto Ancillaries Equity 2.8%
Max Healthcare Healthcare Equity 2.34%
Titan Company Diamond, Gems and Jewellery Equity 2.3%
SBI Life Insuran Insurance Equity 2.1%
Hind. Unilever FMCG Equity 1.97%
Maruti Suzuki Automobile Equity 1.93%
ZF Commercial Auto Ancillaries Equity 1.83%
Navin Fluo.Intl. Chemicals Equity 1.75%
Westlife Food Quick Service Restaurant Equity 1.73%
Abbott India Pharmaceuticals Equity 1.67%
P I Industries Agro Chemicals Equity 1.39%
Indian Hotels Co Hotels & Restaurants Equity 1.23%
Schaeffler India Bearings Equity 1.23%
Tata Steel Steel Equity 1.15%
Mankind Pharma Pharmaceuticals Equity 1%
TCI Express Logistics Equity 0.76%
Jio Financial Finance Equity 0.59%
Banks
25.56%
IT-Software
9.42%
Auto Components
5.86%
Petroleum Products
5.78%
Pharmaceuticals & Biotech
5.7%
Others
47.68%
View all Sectors
Sectors Asset
Banks 25.56%
IT-Software 9.42%
Auto Components 5.86%
Petroleum Products 5.78%
Pharmaceuticals & Biotech 5.7%
Debt 4.93%
Construction 4.88%
Finance 4.84%
Telecom-Services 4.27%
Cement & Cement Products 3.5%
Aerospace & Defense 3.38%
Retailing 3.33%
Leisure Services 2.96%
Healthcare Services 2.34%
Consumer Durables 2.3%
Insurance 2.1%
Diversified FMCG 1.97%
Automobiles 1.93%
Chemicals & Petrochemical 1.75%
Fertilisers & Agrochemica 1.39%
Ferrous Metals 1.15%
Transport Services 0.76%
Cash & Others -0.1%
Equity
95.17%
Reverse Repos
4.93%
Net Curr Ass/Net Receivables
-0.1%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 1.00% - If redeemed / Switched-out within 365 days from the date of allotment. Nil - If redemption / switch-out after 365 days from the date of allotment.

Fund Objective

The Canara Robeco Focused Equity Fund is a concentrated equity scheme that was launched on 17th May 2021 by Canara Robeco Mutual Fund.

The Canara Robeco Focused Equity Fund distributes the majority of its investments across the banking, IT, auto components, retailing, and telecom services sectors. It is managed by Shridatta Bhandwaldar and Amit Kadam.

The scheme’s objective is to achieve long-term capital appreciation by investing in equity and related securities of up to 30 stocks across market capitalisations in large cap, mid cap, and small cap companies. It aims to achieve its objective by adopting an active investment approach, investing in companies with strong market positions, growth potential, good financial history, and capable management for long-term growth.

The Canara Robeco Focused Equity Fund invests at least 65% of its assets in equity and related instruments. It has the flexibility to invest up to 35% of its assets in debt, money market instruments, REITs, and InvITs.

Pros & Cons

Pros

Cons

Since its inception, the Canara Robeco Focused Equity Fund’s annualised returns are above its benchmark, the S&P BSE 500 TRI Index. The 1-year annualised return for the Canara Robeco Focused Equity Fund is lower than the average for its category.
The scheme invests in stocks with an average return on equity (ROE) or return on capital employed (ROCE) greater than 18-20% over the past 10 years, potentially leading to higher returns and greater stability in the scheme’s portfolio. The scheme follows an active investment style, which may lead to higher fees than passively managed schemes.
It offers high downside protection by investing in well-established companies. This means that it strongly focuses on minimising losses during market downturns, providing stability to investors, and reducing the impact of market volatility. Its investment strategy and growth potential are designed for a long-term investment horizon. Investors should be prepared to hold the scheme for several years.

 

How to invest in Canara Robeco Focused Equity Fund?

5paisa makes it simple and convenient for users to invest in the Canara Robeco Focused Equity Fund Direct-Growth. The procedure is straightforward, can be finished quickly, and does not include any paperwork at any point. Invest a few minutes in carrying out the steps listed below:

If you want to invest in SBI Mutual Funds, the process is straightforward on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add SBI and other mutual funds to your portfolio. The steps to invest in SBI Mutual Fund online is as follows:

Step 1: You need to visit 5Paisa’s official website or download 5Paisa app on your smartphone. Log in to your 5Paisa account in 3 easy steps, or log in if you don’t have an account yet.

Step 2: Search for Canara Robeco Mutual Fund programs and browse all available options listed under AMC.

Step 3: You can compare different investment types, funds, risks, and returns and choose the one that best suits your preferences, investment needs, and risk appetite.

Step 4: You need to choose the type of investment you want to make. You can start a SIP, a systematic investment plan where a monthly payment of the registered amount is debited from your bank account every month. You can plan it for a few years or just leave it open. The other category is making a Lumpsum investment. This is a one-time investment you make in your Canara Robeco Mutual Fund.

Step 5: Enter the amount you wish to invest and make the payment by clicking the Invest Now button.

Step 6: It takes 3-4 business days to process your payment, after which your investment will appear in your wallet. You can also make future investments in the same portfolio and continue adding funds.

That’s it! This sums up the investment process. Once your payment is successful, you can see the SBI Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.

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

When referring to the Canara Robeco Focused Equity Fund Direct-Growth or any other mutual fund, the word “Expense Ratio” refers to the fund’s annual operating expenses as a percentage of its total assets, which can impact a scheme’s returns for investors. A lower expense ratio usually means the fund is less costly and may generate higher returns for the investors.

Who should invest in Canara Robeco Focused Equity Fund?

The Canara Robeco Focused Equity Fund is ideal for investors seeking long-term capital appreciation and investment in equity and equity-related securities in a maximum of 30 stocks across market capitalisations. Investors looking to include a focused investment in their overall asset allocation strategy should consider this scheme.

The scheme has outperformed the S&P BSE 500 TRI Index since its inception. It has exhibited a 14% Compound Annual Growth Rate (CAGR) since its inception, reflecting its annualised growth performance.

The Canara Robeco Focused Equity Fund is appropriate for investors with a long-term investment horizon of at least 5 years. Investors with expertise in macro-trends and a preference for high-return, high-risk investments should consider this fund. They must be prepared for the possibility of moderate to high losses, despite favourable overall market conditions. This scheme is unsuitable for risk-averse investors or investors looking for a low-risk investment option.

What are the benefits of investing in the Canara Robeco Focused Equity Fund?

● The Canara Robeco Focused Equity Fund has the benefit of having a highly focused portfolio of high-conviction businesses, offering a higher potential for alpha generation and long-term wealth creation.
● The scheme has outperformed its benchmark, the S&P BSE 500 TRI Index, since its inception.
● The Canara Robeco Focused Equity Fund offers the advantage of active portfolio management and a market cap and sector-agnostic portfolio construction approach, leading to optimal weight allocation despite its concentration.
● As the scheme invests in a limited number of thoroughly researched stocks, it offers the possibility of high returns compared to diversified equity mutual funds.
● The scheme uses a risk control process that manages risks through tools such as stock and sector limits, ensuring the portfolio remains liquid without sacrificing returns.
● The Canara Robeco Focused Equity Fund has the advantage of having significant exposure to large-cap stocks of well-established companies with proven performance records.

Fund Managers

Shridatta Bhandwaldar - CEO

Mr Shridatta Bhandwaldar has been leading the charge for Canara Robeco Mutual Fund, one of the most successful funds in India right now. He has been the CEO of the firm since 2008 and has been in charge of their impressive growth in the mutual fund industry. His strategies have proven to be effective time and time again, which has led to their exponential growth in assets under management. His main goal as the CEO is to grow their company to reach over $10 billion in assets under management.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Canara Robeco Mutual Fund
AUM:
67,532 Cr
Address:
Construction House,4th Floor, 5 Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001
Contact:
+91 22 66585000
Email ID:
crmf@canararobeco.com

More Funds from Canara Robeco Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Canara Robeco Focused Equity Fund – Direct Growth ?

You can invest in Canara Robeco Focused Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Canara Robeco Focused Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Canara Robeco Focused Equity Fund – Direct Growth ?

The NAV of Canara Robeco Focused Equity Fund – Direct Growth is ₹14.2 as of 18 August 2023.

How to redeem Canara Robeco Focused Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Canara Robeco Focused Equity Fund – Direct Growth?

The minimum SIP amount of Canara Robeco Focused Equity Fund – Direct Growth is ₹1000

What are the top sectors Canara Robeco Focused Equity Fund – Direct Growth has invested in?

The top sectors Canara Robeco Focused Equity Fund – Direct Growth has invested in are
  1. Banks - 25.56%
  2. IT-Software - 9.42%
  3. Auto Components - 5.86%
  4. Petroleum Products - 5.78%
  5. Pharmaceuticals & Biotech - 5.7%

Can I make investments in both the SIP and Lump Sum schemes of Canara Robeco Focused Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Canara Robeco Focused Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Canara Robeco Focused Equity Fund – Direct Growth generated ?

The Canara Robeco Focused Equity Fund – Direct Growth has delivered 17.2% since inception

What is the expense ratio of Canara Robeco Focused Equity Fund – Direct Growth ?

The expense ratio of Canara Robeco Focused Equity Fund – Direct Growth is 0.48 % as of 18 August 2023.

What is the AUM of Canara Robeco Focused Equity Fund – Direct Growth?

The AUM of Canara Robeco Focused Equity Fund – Direct Growth is ₹67,532 Cr as of 18 August 2023

What are the top stock holdings of Canara Robeco Focused Equity Fund – Direct Growth?

The top stock holdings of Canara Robeco Focused Equity Fund – Direct Growth are
  1. ICICI Bank - 9.21%
  2. HDFC Bank - 9.07%
  3. Infosys - 5.86%
  4. Reliance Industr - 5.78%
  5. Larsen & Toubro - 4.88%

How can I redeem my investments in Canara Robeco Focused Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Canara Robeco Focused Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number