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) | ₹26172 Cr | ₹5498 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 | -0.68% | 1.96% |
| 6 Month | -0.97% | 5.11% |
| 1 Year | 0.32% | 7.23% |
| 3 Year | 16.94% | 23.48% |
| 5 Year | 16.43% | 22.3% |
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 | -2.93% | 2.63% |
| 1 Year | 2.32% | 13.84% |
| 3 Year | 12.49% | 18.32% |
| 5 Year | 13.62% | 19.14% |
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 | 14.97% | 9% |
| 3 Year | 16.54% | 10.45% |
| 5 Year | 18.12% | 11.45% |
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% | 1.09% |
| Beta | 0.94% | 0.95% |
| Alpha | -1.76% | 2.83% |
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 | 5.75 | 5.47 |
| Large Cap | 37.63 | 48.19 |
| Mid Cap | 42.92 | 33.7 |
| Small Cap | 13.7 | 12.64 |
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 | 1.93 | 3.52 |
| Industrials | 11.06 | 8.28 |
| Consumer Cyclical | 31.94 | 10.88 |
| Healthcare | 7.64 | 7.5 |
| Financial Services | 17.02 | 28.65 |
| Basic Materials | 6.75 | 7.56 |
| Technology | 10.48 | 10.31 |
| Real Estate | 2.03 | 2.67 |
| Consumer Defensive | 5.83 | 5.78 |
| Utilities | 2.84 | 1.93 |
| Communication Services | 2.47 | 4.75 |
| Energy | - | 8.18 |
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