Canara Robeco Emerging Equities vs UTI Large & Mid Cap Fund compare
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹26118 Cr | ₹4866 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Mar 2005 | 30 Jul 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 | 22% | 32% |
Expense Ratio | 1.61 | 1.9 |
Manager | Shridatta Bhandwaldar | V Srivatsa |
ISIN Code | INF760K01167 | INF789F01869 |
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 | UTI Large & 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.69% | -4.22% |
6 Month | 6.75% | 4.52% |
1 Year | 0.64% | -1.66% |
3 Year | 16.61% | 21.32% |
5 Year | 22.04% | 25.7% |
SIP Return Analysis
Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.34% | 5.49% |
1 Year | 9.04% | 6.75% |
3 Year | 18.54% | 21.45% |
5 Year | 17.68% | 21.52% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.38% | 9.53% |
3 Year | 16.53% | 9.88% |
5 Year | 17.99% | 11.21% |
Risk Management
Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12% | 12.33% |
Sharp | 1.09% | 1.42% |
Beta | 0.94% | 0.93% |
Alpha | -1.41% | 2.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Shridatta Bhandwaldar | V Srivatsa |
Total AUM | ₹69491 Cr | ₹7921 Cr |
Funds Managed | 12 | 3 |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.45 | 5.72 |
Large Cap | 35.37 | 44.99 |
Mid Cap | 41.99 | 36.27 |
Small Cap | 15.18 | 13.02 |
Sector Allocation
Scheme Name |
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.49 | 4.05 |
Industrials | 11.77 | 7.34 |
Consumer Cyclical | 31.13 | 9.39 |
Healthcare | 7.19 | 7.53 |
Financial Services | 17.33 | 30.08 |
Basic Materials | 7.02 | 9.41 |
Technology | 9.69 | 9.23 |
Real Estate | 1.2 | 2.49 |
Consumer Defensive | 4.27 | 5.35 |
Utilities | 3.35 | 2.09 |
Communication Services | 2.3 | 6.59 |
Energy | 0.25 | 6.45 |
Top Comparisons
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.2%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns15.06%
ICICI Prudential Multicap Fund - Growth
3Y Returns20.72%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Franklin India Retirement Fund - Growth
3Y Returns11.07%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns23.18%