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Canara Robeco Emerging Equities vs UTI Large & Mid Cap Fund compare

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tortoise-icon Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹25513 Cr ₹4861 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 3.51% 2.75%
6 Month 18.65% 15.88%
1 Year 0.78% -2.09%
3 Year 17.04% 21.17%
5 Year 20.73% 24.84%

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 4.94% 3.3%
1 Year 13.76% 9.46%
3 Year 18.06% 19.5%
5 Year 16.9% 19.9%

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 0.73% 1%
Beta 0.94% 0.95%
Alpha -0.48% 3%

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 5.89 5.97
Large Cap 36.38 45.68
Mid Cap 42.85 36
Small Cap 14.88 12.34

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 2.78 4.46
Industrials 11.8 7.78
Consumer Cyclical 31.78 8.61
Healthcare 7.52 8.35
Financial Services 17.66 29.97
Basic Materials 7.01 9.27
Technology 10.06 9.45
Real Estate 1.05 2.3
Consumer Defensive 4.6 5.43
Utilities 3.25 2.23
Communication Services 2.23 5.78
Energy 0.26 6.38

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