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) | ₹34065 Cr | ₹25484 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 | -0.23% | -1.28% |
6 Month | 10.25% | 9.75% |
1 Year | 1.27% | -1.94% |
3 Year | 17.47% | 17.26% |
5 Year | 23.63% | 20.87% |
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 | 1.84% | 1.21% |
1 Year | 12.14% | 10.56% |
3 Year | 15.5% | 16.06% |
5 Year | 16.89% | 15.64% |
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 | 14.02% | 15.16% |
3 Year | 15.11% | 16.52% |
5 Year | 15.09% | 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 | 11.75% | 12% |
Sharp | 0.91% | 0.76% |
Beta | 0.81% | 0.95% |
Alpha | 0.45% | -1.28% |
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 | 7.29 | 4.74 |
Large Cap | 37.66 | 37.17 |
Small Cap | 16.4 | 14.69 |
Mid Cap | 38.65 | 43.39 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.76 | 1.67 |
Energy | 3.1 | 0.23 |
Technology | 4.42 | 10.63 |
Basic Materials | 17.1 | 7.51 |
Industrials | 9.46 | 10.81 |
Financial Services | 24.54 | 17.26 |
Consumer Defensive | 6.49 | 5.07 |
Healthcare | 12.04 | 7.29 |
Consumer Cyclical | 14.54 | 33.2 |
Communication Services | 1.08 | 2.28 |
Utilities | 1.47 | 3.01 |
Real Estate | - | 1.04 |
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