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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) ₹25484 Cr ₹4993 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 1.66% 2.98%
6 Month 7.97% 8.51%
1 Year 5.47% 4.65%
3 Year 16.14% 21.16%
5 Year 20.15% 25.44%

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 1.8% 3.79%
1 Year 10.87% 14.17%
3 Year 16.15% 19.15%
5 Year 15.6% 19.49%

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 15.16% 9.38%
3 Year 16.52% 10.11%
5 Year 18.07% 11.35%

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 0.76% 1.08%
Beta 0.95% 0.95%
Alpha -1.28% 2.88%

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

Large Cap 50.44 47.65
Mid Cap 38.02 37.21
Small Cap 11.41 12.7
Others - 2.27

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 2.81 2.27
Electrical Equipment 3.72 -
Retailing 7.41 0.57
Healthcare Services 3.26 -
Pharmaceuticals & Biotechnology 3.58 8.5
Banks 11.04 18.09
Chemicals & Petrochemicals 2.55 1.13
IT - Software 5.25 9.65
Leisure Services 7.97 1.61
Paper, Forest & Jute Products 0.98 0.86
Aerospace & Defense 4.06 -
Cement & Cement Products 1.48 2.17
Auto Components 6.82 1.88
Industrial Manufacturing 2.12 -
Realty 1.02 2.42
Consumer Durables 5.82 1.05
Automobiles 7.67 6.43
Transport Services 0.75 3.13
Industrial Products 0.76 0.45
Finance 4.17 4.75
Capital Markets 2.14 2.83
Non - Ferrous Metals 0.42 -
Agricultural Food & other Products 2.08 -
Beverages 2.28 -
Food Products 0.84 -
Power 2.87 2.14
Entertainment 0.24 0.52
Household Products 0.1 -
Telecom - Services 2.17 3.95
Financial Technology (Fintech) 0.59 -
Diversified 0.86 0.58
Fertilizers & Agrochemicals 1.28 1.06
Construction 0.21 2.83
Textiles & Apparels 0.55 1.21
Petroleum Products - 4
Insurance - 3.6
Diversified FMCG - 2.66
Diversified Metals - 2.41
Oil - 1.83
Ferrous Metals - 0.8
Personal Products - 1.88
Other Consumer Services - 1.05
Gas - 0.83
Consumable Fuels - 0.69

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