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) | ₹4088 Cr | ₹25484 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 | 3.9% | 2.91% |
| 6 Month | 13.64% | 7.25% |
| 1 Year | 5.37% | 6.19% |
| 3 Year | 20.81% | 16.69% |
| 5 Year | 22.18% | 20.69% |
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 | 3.71% | 1.13% |
| 1 Year | 15.16% | 10.88% |
| 3 Year | 19.07% | 16.52% |
| 5 Year | 18.24% | 15.96% |
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 | 17.43% | 15.16% |
| 3 Year | 19.45% | 16.52% |
| 5 Year | 22.42% | 18.07% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.70% | 12% |
| Sharp | 0.85% | 0.76% |
| Beta | 0.98% | 0.95% |
| Alpha | 4.67% | -1.28% |
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 | 10.75 | 5.83 |
| Large Cap | 41.49 | 38.33 |
| Small Cap | 11.24 | 14.06 |
| Mid Cap | 36.52 | 41.78 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.6 | 2.98 |
| Energy | 0.02 | 0 |
| Industrials | 21.76 | 11.03 |
| Technology | 11.92 | 10.02 |
| Financial Services | 29.05 | 17.73 |
| Consumer Cyclical | 18.35 | 32.48 |
| Healthcare | 9.07 | 6.84 |
| Basic Materials | 0.75 | 7.41 |
| Utilities | 1.41 | 2.87 |
| Consumer Defensive | 2.11 | 5.21 |
| Real Estate | 0.08 | 1.02 |
| Communication Services | 3.89 | 2.41 |
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