Aeterna Wealth

Canara Robeco Large and Mid Cap Fund vs DSP Large & Mid Cap Fund

Over the last 3 years, DSP Large & Mid Cap Fund returned 14.9% a year against 14.5% for Canara Robeco Large and Mid Cap Fund (Direct plans). DSP Large & Mid Cap Fund was the more consistent: ahead of its index in 75% of rolling 3-year periods, against 8%. They hold 27 stocks in common; the portfolio overlap is 26%. Data as of 12 Nov 2026.

Canara Robeco Large and Mid Cap FundDSP Large & Mid Cap Fund
CategoryLarge & Mid CapLarge & Mid Cap
Fund houseCanara Robeco Mutual FundDSP Mutual Fund
BenchmarkNifty Largemidcap 250 TRINifty Largemidcap 250 TRI
Age13.9 years13.9 years
AUM on 30 Oct 2026₹24,436 cr₹21,825 cr
Direct plan
RatingBB
Expense ratio0.77%0.80%
1Y return3.6%0.3%
3Y return (a year)14.5%14.9%
5Y return (a year)10.6%12.2%
3Y vs index+1.2%+1.6%
Rating score, rank60 · #9 of 2638 · #19 of 26
Regular plan
RatingBC
Expense ratio1.77%1.84%
1Y return2.6%-0.7%
3Y return (a year)13.4%13.7%
5Y return (a year)9.4%11.1%
3Y vs index+0.1%+0.4%
Rating score, rank61 · #6 of 2640 · #20 of 26
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods8%75%
Deepest fall, 3Y-18.3%-16.9%
Volatility, 3Y16.4%14.6%
Max fall, 5Y-18.5%-18.1%
Down capture, 3Y9392
Stocks held11271
Top 10 holdings36%37%
Large / mid / small caps48 / 38 / 11%57 / 37 / 3%
Largest sectorBanksBanks

Common questions

Canara Robeco Large and Mid Cap Fund or DSP Large & Mid Cap Fund: which is better?

On our track-record ratings (Direct plans), Canara Robeco Large and Mid Cap Fund is rated B and DSP Large & Mid Cap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

Canara Robeco Large and Mid Cap Fund or DSP Large & Mid Cap Fund: which has done better?

Over the last 3 years, DSP Large & Mid Cap Fund returned 14.9% a year against 14.5% for Canara Robeco Large and Mid Cap Fund (Direct plans).

How much do Canara Robeco Large and Mid Cap Fund and DSP Large & Mid Cap Fund overlap?

They hold 27 stocks in common; the portfolio overlap is 26%.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

More comparisons

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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

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