Rating : N/A
CANARA ROBECO FOCUSED EQUITY FUND REGULAR GROWTH
Focused Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
1920.71 Cr.
(As of 31 Aug, 2023)
Benchmark
S&P BSE 500 India TR INR
Riskometer
Investors understand that their principal will be at Risk.
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.
Fund manager
Shridatta Bhandwaldar
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹1000
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
HDFC Bank Ltd
8.86%
ICICI Bank Ltd
8.36%
Infosys Ltd
6.22%
Reliance Industries Ltd
5.47%
Sector Allocation
About the Scheme Type
Focused Funds have shares in limited number of companies (typically less than thirty companies) as well as in limited number of sectors (typically less than 3 sectors). Now, the reason why mutual funds are so popular is because of diversification only, but while that may be a good things when it comes to investments, too much diversification might also result in nominal returns. Hence, a Focused Fund, because of itsfocused approach on a few units can deliver market beating returns, the less diversification can also mean more exposure torisks.
Ratings
This fund is rated 0 stars by Morning Star Ratings.