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 | -1.4% | -1.72% |
| 6 Month | 4.87% | -0.01% |
| 1 Year | -6.3% | -3.37% |
| 3 Year | 19.36% | 15.13% |
| 5 Year | 18.41% | 16.76% |
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 | 0.5% | -1.57% |
| 1 Year | 14.31% | 6.51% |
| 3 Year | 16.1% | 13.11% |
| 5 Year | 16.37% | 13.71% |
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 | 16.43% | 15.04% |
| 3 Year | 19.56% | 16.55% |
| 5 Year | 22.27% | 18.13% |
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% | 12% |
| Sharp | 0.82% | 0.73% |
| Beta | 1.01% | 0.94% |
| Alpha | 1.21% | -1.76% |
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 | 12.95 | 5.75 |
| Large Cap | 37.68 | 37.63 |
| Small Cap | 14.36 | 13.7 |
| Mid Cap | 35 | 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 | 3.79 | 1.93 |
| Energy | 0.02 | - |
| Industrials | 21.2 | 11.06 |
| Technology | 10.75 | 10.48 |
| Financial Services | 30.25 | 17.02 |
| Consumer Cyclical | 19.43 | 31.94 |
| Healthcare | 8.73 | 7.64 |
| Basic Materials | 0.06 | 6.75 |
| Real Estate | 0.16 | 2.03 |
| Utilities | 0.11 | 2.84 |
| Consumer Defensive | 1.56 | 5.83 |
| Communication Services | 3.93 | 2.47 |
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