Canara Robeco Focused Equity Fund

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

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.