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 | 0.85% | -1.89% |
| 6 Month | 4.8% | -2.11% |
| 1 Year | 4.58% | -3.82% |
| 3 Year | 16.07% | 14.6% |
| 5 Year | 19.81% | 16.66% |
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 | 0.94% | 0.73% |
| Beta | 0.81% | 0.94% |
| Alpha | 0.64% | -1.76% |
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 | 5.75 |
| Large Cap | 38.05 | 37.63 |
| Mid Cap | 40.72 | 42.92 |
| Small Cap | 15.2 | 13.7 |
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 | 1.93 |
| Energy | 4.43 | - |
| Technology | 4.94 | 10.48 |
| Basic Materials | 17.12 | 6.75 |
| Consumer Defensive | 6.55 | 5.83 |
| Industrials | 9.49 | 11.06 |
| Financial Services | 24.85 | 17.02 |
| Healthcare | 11.94 | 7.64 |
| Consumer Cyclical | 13.97 | 31.94 |
| Communication Services | 1.45 | 2.47 |
| Utilities | 1.47 | 2.84 |
| Real Estate | - | 2.03 |
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