Canara Robeco Focused Fund - Regular Plan - Growth Option

Buy

Category: Equity: Focused
Launch Date: 05-05-2021
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 1.92% As on (28-11-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 288.96 Cr As on (28-11-2025)
Turn over:

NAV as on 12-12-2025

20.47 0.15 (0.7328%)

CAGR Since Inception

16.61%

BSE 500 TRI 12.43%

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

Scheme Performance (%) Data as on - 12-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Canara Robeco Focused Fund - Regular Plan - Growth Option	2.92	16.56	-	-	16.61
Benchmark	-	-	-	-	-
Equity: Focused	0.92	15.19	16.58	14.2	14.72

Yearly Performance (%)

Nav Movement

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.

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.

Select Start Date

Select Rolling Return Time Period

Riskometer

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	0.88	1.81	0.89	-	-
Equity: Focused	-	-	-	-	-	-

PEER COMPARISION of Canara Robeco Focused Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 12-12-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Canara Robeco Focused Fund - Regular Plan - Growth Option	05-05-2021	2.92	16.52	16.56	0.0	0.0
SBI FOCUSED FUND - REGULAR PLAN -GROWTH	01-10-2004	12.09	17.45	17.49	17.17	15.54
ICICI Prudential Focused Equity Fund - Growth	05-05-2009	11.28	22.35	22.39	22.39	16.59
HDFC Focused Fund - GROWTH PLAN	05-09-2004	8.59	18.8	20.37	25.12	14.8
Kotak Focused Fund- Regular plan - Growth Option	05-07-2019	7.12	15.93	15.87	17.23	0.0
Aditya Birla Sun Life Focused Fund -Growth Option	05-10-2005	5.94	16.23	16.13	16.22	13.85
Nippon India Focused Fund -Growth Plan -Growth Option	26-12-2006	5.25	11.3	13.66	18.35	14.18
DSP Focused Fund - Regular Plan - Growth	10-06-2010	3.27	14.5	18.59	15.94	13.11
Mahindra Manulife Focused Fund - Regular Plan - Growth	01-11-2020	2.89	15.84	17.92	21.17	0.0
ITI Focused Fund - Regular Plan - Growth	19-06-2023	2.31	16.46	0.0	0.0	0.0

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

Asset Allocation (%)