Canara Robeco Emerging Equities vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹28980 Cr | ₹25626 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 11 Mar 2005 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 9.01% | 22% |
| Expense Ratio | 1.66 | 1.61 |
| Manager | Dhruv Muchhal | Shridatta Bhandwaldar |
| ISIN Code | INF179KA1RT1 | INF760K01167 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Emerging Equities - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.81% | -6.35% |
| 6 Month | -1.51% | -8.51% |
| 1 Year | 10.1% | 0.72% |
| 3 Year | 19.69% | 14.29% |
| 5 Year | 20.48% | 13.98% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.58% | -7.5% |
| 1 Year | -0.08% | -9.79% |
| 3 Year | 11.18% | 7.34% |
| 5 Year | 15.58% | 10.67% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.13% | 14.91% |
| 3 Year | 13.32% | 16.51% |
| 5 Year | 12.35% | 18.07% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.97% | 12% |
| Sharp | 1.01% | 0.75% |
| Beta | 1.01% | 0.94% |
| Alpha | 0.78% | -2.13% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Shridatta Bhandwaldar |
| Total AUM | ₹520687 Cr | ₹69491 Cr |
| Funds Managed | 40 | 12 |
| HDFC Large and Mid Cap Fund - Growth Option | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5 | 8.06 |
| Large Cap | 44.33 | 36.31 |
| Small Cap | 11.8 | 12.01 |
| Mid Cap | 38.88 | 43.61 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.96 | 2.78 |
| Communication Services | 3.21 | 2.65 |
| Energy | 3.29 | - |
| Technology | 10.03 | 9.12 |
| Consumer Cyclical | 14.04 | 31.47 |
| Healthcare | 12.07 | 7.83 |
| Basic Materials | 6.95 | 6.65 |
| Consumer Defensive | 2.84 | 5.92 |
| Industrials | 9.77 | 11.44 |
| Financial Services | 31.14 | 17 |
| Real Estate | 2.29 | 2.08 |
| Utilities | 3.41 | 3.05 |
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