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 | ₹25513 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 | 4.94% | 4.05% |
6 Month | 24.45% | 18.34% |
1 Year | -0.53% | 1.34% |
3 Year | 20.73% | 17.23% |
5 Year | 22.43% | 21.02% |
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 | 7.45% | 4.94% |
1 Year | 14.92% | 13.76% |
3 Year | 20.03% | 18.06% |
5 Year | 18.66% | 16.9% |
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 | 15.89% | 12% |
Sharp | 0.75% | 0.73% |
Beta | 0.98% | 0.94% |
Alpha | 4.87% | -0.48% |
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 | 7.93 | 4.74 |
Large Cap | 43.35 | 37.17 |
Small Cap | 10.48 | 14.69 |
Mid Cap | 38.25 | 43.39 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.21 | 1.67 |
Energy | 0.02 | 0.23 |
Industrials | 24.44 | 11.94 |
Technology | 8.74 | 9.5 |
Financial Services | 28.58 | 17.26 |
Consumer Cyclical | 19.07 | 33.2 |
Healthcare | 9.77 | 7.29 |
Basic Materials | 1.09 | 7.51 |
Utilities | 1.96 | 3.01 |
Consumer Defensive | 1.76 | 5.07 |
Real Estate | 0.09 | 1.04 |
Communication Services | 3.26 | 2.28 |
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