Canara Robeco Emerging Equities vs Sundaram Large and Midcap Fund Regular Plan compare
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹26172 Cr | ₹7047 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Mar 2005 | 27 Feb 2007 |
| 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 | 22% | 25% |
| Expense Ratio | 1.61 | 1.85 |
| Manager | Shridatta Bhandwaldar | Ashish Aggarwal |
| ISIN Code | INF760K01167 | INF903J01DT1 |
| Exits Load | 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 | Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.31% | -1.21% |
| 6 Month | -1.49% | 3.83% |
| 1 Year | -4.34% | -1.01% |
| 3 Year | 15.39% | 15.72% |
| 5 Year | 16.43% | 17.31% |
SIP Return Analysis
| Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.57% | 1.98% |
| 1 Year | 6.51% | 14.33% |
| 3 Year | 13.11% | 14.16% |
| 5 Year | 13.71% | 14.48% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.04% | 10.41% |
| 3 Year | 16.55% | 14.43% |
| 5 Year | 18.13% | 13.13% |
Risk Management
| Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12% | 12.94% |
| Sharp | 0.73% | 0.76% |
| Beta | 0.94% | 0.96% |
| Alpha | -1.76% | -1.65% |
Fund Managers
| Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Shridatta Bhandwaldar | Ashish Aggarwal |
| Total AUM | ₹69491 Cr | ₹9635 Cr |
| Funds Managed | 12 | 7 |
| Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.75 | 4.68 |
| Large Cap | 37.63 | 44.66 |
| Mid Cap | 42.92 | 38.74 |
| Small Cap | 13.7 | 11.92 |
Sector Allocation
| Scheme Name |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.93 | 1.92 |
| Industrials | 11.06 | 11.08 |
| Consumer Cyclical | 31.94 | 14.56 |
| Healthcare | 7.64 | 9.89 |
| Financial Services | 17.02 | 28.45 |
| Basic Materials | 6.75 | 8.73 |
| Technology | 10.48 | 4 |
| Real Estate | 2.03 | 2.8 |
| Consumer Defensive | 5.83 | 4.53 |
| Utilities | 2.84 | 1.73 |
| Communication Services | 2.47 | 5.36 |
| Energy | - | 6.96 |
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