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) | ₹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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