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 | 1.69% | -0.76% |
| 6 Month | 8.55% | 2.81% |
| 1 Year | 9.33% | 3.11% |
| 3 Year | 17.05% | 15.76% |
| 5 Year | 21.45% | 17.81% |
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 | 4.47% | 0.56% |
| 1 Year | 19% | 9.93% |
| 3 Year | 17% | 14.93% |
| 5 Year | 17.58% | 14.96% |
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 | 13.7% | 15.13% |
| 3 Year | 15.25% | 16.57% |
| 5 Year | 15.16% | 18.14% |
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 | 6.03 | 6.21 |
| Large Cap | 38.05 | 37.36 |
| Mid Cap | 40.72 | 42.16 |
| Small Cap | 15.2 | 14.28 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.8 | 2.9 |
| Energy | 4.43 | - |
| Technology | 4.94 | 10.42 |
| Basic Materials | 17.12 | 7.88 |
| Consumer Defensive | 6.55 | 5.72 |
| Industrials | 9.49 | 11.17 |
| Financial Services | 24.85 | 16.7 |
| Healthcare | 11.94 | 7.17 |
| Consumer Cyclical | 13.97 | 31.27 |
| Communication Services | 1.45 | 2.64 |
| Utilities | 1.47 | 3.02 |
| Real Estate | - | 1.11 |
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