Canara Robeco Focused Gr

All Cap

Diversified

Equity

India Growth

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Canara Robeco Focused Equity Fund Growth invests in high-quality Indian companies with strong fundamentals.

What This Strategy Does

Canara Robeco Focused Reg Gr is an equity fund which captures India's ₹200 trillion consumption and financialization opportunity through a focused portfolio approach, deploying capital across financials, consumer cyclicals, and healthcare to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-3.0% AnnuallyAlpha

+12.5% vs +8.4% benchmarkSince Inception

+10.4% vs +5.7% benchmark3Y Annualized

+8.8% vs +4.7% benchmark5Y Annualized

Canara Robeco Focused Gr

Benchmark Index

Benchmark Performance Comparison

Canara Robeco Focused Equity Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation16.5%

Maximum Drawdown-15.5% | Oct 2024

Sharpe Ratio-0.15

Beta0.93

Upside Capture96%

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides concentrated exposure to India's most compelling equity opportunities across market cycles. This focused approach aims to generate alpha through high-conviction bets on the fund manager's highest-conviction ideas. The impact is a portfolio with the potential for outsized returns, but also elevated volatility compared to more diversified strategies. Suitable for investors seeking aggressive growth and able to withstand periods of underperformance.

Portfolio Holdings Overview

SectoralAllocation

Consumers18.54%

Energy & Infra4.46%

Technology3.01%

Services23.82%

Capital Goods15.34%

Financial Services34.83%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services9.18%

HDFC Bank LtdFinancial Services6.39%

TrepsUtilities4.97%

Max Healthcare Institute Ltd Ordinary SharesServices4.39%

Reliance Industries LtdEnergy & Infra4.24%

Eternal LtdConsumers4.13%

Bharti Airtel LtdServices4.11%

Larsen & Toubro LtdCapital Goods4.05%

TVS Motor Co LtdConsumers3.91%

Bajaj Finance LtdFinancial Services3.88%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Shridatta Bhandwaldar

Lead Portfolio Manager

Mr. Shridatta Bhandwaldar has experience of 21 years. Manages 67 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹58,728 Cr Holds a MMS degree.

Amit Kadam

Co-Portfolio Manager

Mr. Amit Kadam has experience of 17 years. Manages 34 funds at Canara Robeco Asset Management Co Ltd with an AUM of approximately ₹6,306 Cr Holds a MMS degree.

CW Expert Take

Canara Robeco operates with a focused approach to equity investing. Their investment philosophy emphasizes high-conviction portfolios built through rigorous fundamental research. The fund house maintains disciplined frameworks for stock selection and portfolio construction, seeking quality franchises across market capitalization segments. Canara Robeco's strengths include a stable investment team and research capabilities that translate macro views into concentrated equity strategies.

37 years

Combined Team Experience

₹ 65,034 Cr

Assets Under Management

Firm Overview

AMCCanara Robeco Asset Management Co Ltd

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.17%

Exit Load1

Regulatory & Tax Information

INF760K01JT0

ISIN

DailyDealing Frequency

BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)