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) | ₹33348 Cr | ₹25551 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 | -1.75% | -0.9% |
6 Month | 13.1% | 16.94% |
1 Year | -0.28% | -0.86% |
3 Year | 16.51% | 16.46% |
5 Year | 23.03% | 19.93% |
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 | 1.61% | 2.08% |
1 Year | 6.08% | 6.44% |
3 Year | 15.04% | 16.25% |
5 Year | 17.27% | 16.2% |
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 | 14.21% | 15.38% |
3 Year | 15% | 16.53% |
5 Year | 15.04% | 17.99% |
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 | 1.12% | 0.84% |
Beta | 0.8% | 0.95% |
Alpha | 1.99% | -1.39% |
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 | 6.44 | 5.89 |
Large Cap | 38.72 | 36.38 |
Small Cap | 16.35 | 14.88 |
Mid Cap | 38.49 | 42.85 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.99 | 2.78 |
Energy | 3.17 | 0.26 |
Technology | 4.37 | 10.06 |
Basic Materials | 16.87 | 7.01 |
Industrials | 9.35 | 11.8 |
Financial Services | 27.34 | 17.66 |
Consumer Defensive | 5.83 | 4.6 |
Healthcare | 11.81 | 7.52 |
Consumer Cyclical | 13.56 | 31.78 |
Communication Services | 1.16 | 2.23 |
Utilities | 1.56 | 3.25 |
Real Estate | - | 1.05 |
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