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) | ₹25513 Cr | ₹6651 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 | 3.6% | 2.39% |
6 Month | 17.55% | 15.31% |
1 Year | 0.58% | -2.3% |
3 Year | 15.93% | 14.35% |
5 Year | 21.34% | 20.4% |
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 | 4.94% | 3.78% |
1 Year | 13.76% | 9.7% |
3 Year | 18.06% | 15.18% |
5 Year | 16.9% | 15.49% |
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 | 15.38% | 10.83% |
3 Year | 16.53% | 14.22% |
5 Year | 17.99% | 12.76% |
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% | 13.60% |
Sharp | 0.73% | 0.57% |
Beta | 0.94% | 0.98% |
Alpha | -0.48% | 0.69% |
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 | 5.89 | 5.3 |
Large Cap | 36.38 | 45.65 |
Mid Cap | 42.85 | 37.21 |
Small Cap | 14.88 | 11.84 |
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 | 2.13 |
Industrials | 11.8 | 9.09 |
Consumer Cyclical | 31.78 | 15.72 |
Healthcare | 7.52 | 9.95 |
Financial Services | 17.66 | 26.53 |
Basic Materials | 7.01 | 7.94 |
Technology | 10.06 | 3.55 |
Real Estate | 1.05 | 2.64 |
Consumer Defensive | 4.6 | 5.95 |
Utilities | 3.25 | 2.74 |
Communication Services | 2.23 | 7.15 |
Energy | 0.26 | 6.6 |
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