Canara Robeco Emerging Equities vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -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) | ₹35514 Cr | ₹26269 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 May 2005 | 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 | 25% | 22% |
| Expense Ratio | 1.6 | 1.61 |
| Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
| ISIN Code | INF200K01305 | INF760K01167 |
| Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 | SBI Large & MIDCap Fund- Regular Plan -Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.99% | -1.57% |
| 6 Month | 7.4% | 0.59% |
| 1 Year | 6.12% | -2.04% |
| 3 Year | 16.24% | 15.07% |
| 5 Year | 20.42% | 17.21% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.36% | -0.59% |
| 1 Year | 17.28% | 7.5% |
| 3 Year | 15.98% | 13.75% |
| 5 Year | 16.79% | 14.16% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.65% | 15.04% |
| 3 Year | 15.26% | 16.55% |
| 5 Year | 15.16% | 18.13% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 12% |
| Sharp | 0.91% | 0.76% |
| Beta | 0.81% | 0.94% |
| Alpha | 0.06% | -1.72% |
Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Shridatta Bhandwaldar |
| Total AUM | ₹434274 Cr | ₹69491 Cr |
| Funds Managed | 43 | 12 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.42 | 2.1 |
| Large Cap | 42.81 | 47.24 |
| Small Cap | 13.95 | 11.56 |
| Mid Cap | 38.82 | 38.44 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.42 | 2.15 |
| Petroleum Products | 4.43 | - |
| IT - Software | 3.68 | 5.55 |
| Pharmaceuticals & Biotechnology | 12.32 | 3.91 |
| Cement & Cement Products | 4.23 | 1.54 |
| Personal Products | 3.24 | - |
| Construction | 2.07 | 0.19 |
| Consumer Durables | 7.88 | 5.89 |
| Banks | 19.24 | 10.48 |
| Diversified FMCG | 1.39 | - |
| Non - Ferrous Metals | 2.33 | 0.3 |
| Ferrous Metals | 3.9 | - |
| Auto Components | 8.66 | 6.47 |
| Telecom - Services | 1.45 | 2.4 |
| Capital Markets | 2.89 | 2.12 |
| Chemicals & Petrochemicals | 0.38 | 2.96 |
| Transport Services | 0.98 | 0.79 |
| Finance | 2.7 | 3.65 |
| Industrial Products | 2.12 | 0.92 |
| Agricultural, Commercial & Construction Vehicles | 2.15 | 0.03 |
| Retailing | 1.47 | 7.1 |
| Food Products | 0.6 | 0.93 |
| Healthcare Services | 0.57 | 3.26 |
| Industrial Manufacturing | 0.63 | 2.04 |
| Beverages | 1.32 | 2.7 |
| Textiles & Apparels | 1.73 | 0.54 |
| Leisure Services | 1.75 | 8.1 |
| Power | 1.47 | 3.02 |
| Electrical Equipment | - | 3.68 |
| Paper, Forest & Jute Products | - | 1.05 |
| Aerospace & Defense | - | 4.06 |
| Realty | - | 1.11 |
| Automobiles | - | 7.19 |
| Agricultural Food & other Products | - | 2.09 |
| Entertainment | - | 0.23 |
| Household Products | - | 0.1 |
| Financial Technology (Fintech) | - | 0.68 |
| Diversified | - | 0.84 |
| Fertilizers & Agrochemicals | - | 1.27 |
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