Canara Robeco Focused Fund - Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 84% of historical 3-year rolling periods.
- Generated +1.7% annualized alpha (excess return) over its benchmark.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +10.11% | +7.77% | +2.34% |
| 3 Months | +1.98% | +0.86% | +1.12% |
| 6 Months | +8.49% | +7.95% | +0.54% |
| 1 Year | +0.39% | +3.65% | -3.26% |
| 3 Years CAGR | +13.36% | +12.71% | +0.65% |
| 5 Years CAGR | +10.59% | +10.23% | +0.36% |
| Since Inception | +13.78% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Canara Robeco Focused Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.59% | +3.13% | -2.54% |
| 2025 | +6.23% | +2.93% | +3.30% |
| 2024 | +23.54% | +17.15% | +6.39% |
| 2023 | +23.44% | +28.21% | -4.77% |
| 2022 | +1.61% | -0.40% | +2.01% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -11.14% | +12.86% | +9.21% | +44.74% | 86.0% | 49.5% |
| 3-Year Rolling | +9.53% | +16.34% | +16.87% | +23.48% | 100.0% | 84.0% |
| 5-Year Rolling | +8.33% | +11.28% | +11.97% | +13.46% | 100.0% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2022-01-17 | 2022-06-17 | -18.7% | 5 months | 5 months |
| 2024-09-26 | 2025-02-28 | -17.0% | 5 months | 7 months |
| 2025-10-29 | 2026-03-30 | -15.5% | 5 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity – related Instruments* 80% to 100% Money Market Instruments, other liquid instruments, Gold ETFs, Silver ETFs and other permissible securities/instruments as may be approved by SEBI from time to times 0% to 20% Units issued by InvITs 0% to 10% Units of MF schemes 0% to 5% *Subject to overall limit of 30 stocks | Per Scheme Mandate |
Investment Objective & Strategy
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 entities, However, there can be no assurance that the investment objective of the Scheme will be realized.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 2,989 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Focused schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Focused Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Bandhan Focused Fund | 5.2 | +15.68% | 2.29% | 94.2% | Rs 2,191 cr | Compare → |
| ITI Focused Fund | 6.2 | +14.34% | 2.61% | 97.9% | Rs 626 cr | Compare → |
| Kotak Focused Fund _ | 6.7 | +15.20% | 2.02% | 91.4% | Rs 4,625 cr | Compare → |
| HSBC Focused Fund | 5.5 | +14.10% | 2.24% | 102.5% | Rs 1,832 cr | Compare → |
| SBI FOCUSED FUND | 6.1 | +15.93% | 1.55% | 65.2% | Rs 54,264 cr | Compare → |
Frequently Asked Questions about Canara Robeco Focused Fund
What is the expense ratio of Canara Robeco Focused Fund?
Canara Robeco Focused Fund has a total expense ratio (TER) of 2.15% with a base expense ratio of 1.68%, compared to the Focused category median of 2.24%.
Who manages Canara Robeco Focused Fund?
Canara Robeco Focused Fund is managed by Shridatta Bhandwaldar (tenure: 5.5 years since 2021-05-17).
What are the historical returns of Canara Robeco Focused Fund?
Canara Robeco Focused Fund delivered a 3-year CAGR of 13.36% and a 5-year CAGR of 10.59%. Its 1-year return stands at +0.39%.
How large is Canara Robeco Focused Fund?
Canara Robeco Focused Fund manages assets of Rs 2,989 cr, placing it in the 'comfortable' size band relative to Focused peers.
How is Canara Robeco Focused Fund scored on MFIQ?
Canara Robeco Focused Fund holds an MFIQ Score of 6.0/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Canara Robeco Focused Fund?
Canara Robeco Focused Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.92% with a maximum historical drawdown of -18.75%.