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) | ₹25626 Cr | ₹6987 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 | -2.96% | -2.27% |
| 6 Month | -5.05% | 0.5% |
| 1 Year | 4.1% | 8.33% |
| 3 Year | 16% | 16.8% |
| 5 Year | 15.5% | 16.72% |
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 | -1.54% | 1.69% |
| 1 Year | 3.53% | 12.76% |
| 3 Year | 11.07% | 12.89% |
| 5 Year | 12.73% | 13.93% |
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 | 14.91% | 10.19% |
| 3 Year | 16.51% | 14.48% |
| 5 Year | 18.07% | 13.26% |
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 | 13.43% | 13.36% |
| Sharp | 0.69% | 0.75% |
| Beta | 0.94% | 0.96% |
| Alpha | -2.28% | -1.83% |
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 | 8.06 | 7.64 |
| Large Cap | 36.31 | 44.87 |
| Mid Cap | 43.61 | 37.5 |
| Small Cap | 12.01 | 9.99 |
Sector Allocation
| Scheme Name |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.78 | 2.2 |
| Industrials | 11.44 | 10.31 |
| Consumer Cyclical | 31.47 | 14.15 |
| Healthcare | 7.83 | 9.56 |
| Financial Services | 17 | 30.15 |
| Basic Materials | 6.65 | 7.52 |
| Technology | 9.12 | 4.77 |
| Real Estate | 2.08 | 2.84 |
| Consumer Defensive | 5.92 | 4.39 |
| Utilities | 3.05 | 1.66 |
| Communication Services | 2.65 | 5.31 |
| Energy | - | 7.15 |
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