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) | ₹37443 Cr | ₹25626 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 | -0.33% | -2.96% |
| 6 Month | 3.02% | -5.05% |
| 1 Year | 13.46% | 4.1% |
| 3 Year | 18.68% | 16% |
| 5 Year | 19.25% | 15.5% |
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 | 2.66% | -1.54% |
| 1 Year | 14.96% | 3.53% |
| 3 Year | 14.69% | 11.07% |
| 5 Year | 16.09% | 12.73% |
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 | 13.51% | 14.91% |
| 3 Year | 15.33% | 16.51% |
| 5 Year | 15.2% | 18.07% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.00% | 13.43% |
| Sharp | 0.99% | 0.69% |
| Beta | 0.80% | 0.94% |
| Alpha | 1.03% | -2.28% |
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 | 11.5 | 8.06 |
| Large Cap | 34.42 | 36.31 |
| Mid Cap | 40.51 | 43.61 |
| Small Cap | 13.57 | 12.01 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.93 | 2.78 |
| Energy | 4.43 | - |
| Technology | 4.99 | 9.12 |
| Basic Materials | 16.06 | 6.65 |
| Consumer Defensive | 6.91 | 5.92 |
| Industrials | 9.41 | 11.44 |
| Financial Services | 21.46 | 17 |
| Healthcare | 12.12 | 7.83 |
| Consumer Cyclical | 15.35 | 31.47 |
| Communication Services | 1.58 | 2.65 |
| Utilities | 1.77 | 3.05 |
| Real Estate | - | 2.08 |
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