Canara Robeco Emerging Equities vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹4314 Cr | ₹25551 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Apr 2019 | 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 | 68% | 22% |
Expense Ratio | 1.91 | 1.61 |
Manager | Cheenu Gupta | Shridatta Bhandwaldar |
ISIN Code | INF336L01NY9 | INF760K01167 |
Exits Load | HSBC Large & Midcap Fund - 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 | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.8% | -0.09% |
6 Month | 16.39% | 14.84% |
1 Year | -1.42% | 2.03% |
3 Year | 20.42% | 17.42% |
5 Year | 22.17% | 21.07% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.01% | 3.45% |
1 Year | 7.89% | 9.06% |
3 Year | 19.7% | 18.1% |
5 Year | 18.84% | 17.31% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.59% | 15.38% |
3 Year | 19.45% | 16.53% |
5 Year | 22.51% | 17.99% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.88% | 12% |
Sharp | 0.82% | 0.84% |
Beta | 0.97% | 0.95% |
Alpha | 3.94% | -1.39% |
Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Cheenu Gupta | Shridatta Bhandwaldar |
Total AUM | ₹0 Cr | ₹69491 Cr |
Funds Managed | 9 | 12 |
HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.39 | 5.89 |
Large Cap | 44.12 | 36.38 |
Small Cap | 9.84 | 14.88 |
Mid Cap | 38.64 | 42.85 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.95 | 2.78 |
Energy | 0.02 | 0.26 |
Industrials | 22.34 | 11.8 |
Technology | 8.33 | 10.06 |
Financial Services | 30.09 | 17.66 |
Consumer Cyclical | 18.57 | 31.78 |
Healthcare | 9.39 | 7.52 |
Basic Materials | 2.13 | 7.01 |
Utilities | 2 | 3.25 |
Consumer Defensive | 1.71 | 4.6 |
Real Estate | 0.09 | 1.05 |
Communication Services | 3.38 | 2.23 |
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