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) | ₹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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