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) | ₹4664 Cr | ₹26172 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 | -1.62% | -2.3% |
| 6 Month | 1.93% | -2.53% |
| 1 Year | -3.33% | -0.31% |
| 3 Year | 20.86% | 16.19% |
| 5 Year | 18.08% | 16.32% |
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 | 1.35% | -1.31% |
| 1 Year | 13.81% | 4.98% |
| 3 Year | 15.7% | 12.55% |
| 5 Year | 16.44% | 13.61% |
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 | 16.18% | 14.97% |
| 3 Year | 19.53% | 16.54% |
| 5 Year | 22.24% | 18.12% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.68% | 13.53% |
| Sharp | 0.82% | 0.66% |
| Beta | 1.01% | 0.94% |
| Alpha | 1.21% | -1.90% |
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 | 17.69 | 5.75 |
| Large Cap | 36.62 | 37.63 |
| Small Cap | 14.79 | 13.7 |
| Mid Cap | 30.91 | 42.92 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.87 | 1.93 |
| Energy | 1.54 | - |
| Industrials | 19.7 | 11.06 |
| Technology | 9.04 | 10.48 |
| Financial Services | 35.87 | 17.02 |
| Consumer Cyclical | 17.52 | 31.94 |
| Healthcare | 8.95 | 7.64 |
| Basic Materials | 0.06 | 6.75 |
| Real Estate | 0 | 2.03 |
| Utilities | 0.07 | 2.84 |
| Consumer Defensive | 1.44 | 5.83 |
| Communication Services | 3.93 | 2.47 |
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