Canara Robeco Large and Mid Cap Fund vs HDFC Large & Mid Cap Fund
Over the last 3 years, Canara Robeco Large and Mid Cap Fund returned 14.5% a year against 13.7% for HDFC Large & Mid Cap Fund (Direct plans). HDFC Large & Mid Cap Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 8%. In falling months, Canara Robeco Large and Mid Cap Fund fell less: 93% of the index's fall, against 101%. They hold 61 stocks in common; the portfolio overlap is 32%. Data as of 12 Nov 2026.
| Canara Robeco Large and Mid Cap Fund | HDFC Large & Mid Cap Fund | |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | Canara Robeco Mutual Fund | HDFC Mutual Fund |
| Benchmark | Nifty Largemidcap 250 TRI | Nifty Largemidcap 250 TRI |
| Age | 13.9 years | 12.4 years |
| AUM on 30 Oct 2026 | ₹24,436 cr | ₹28,093 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.77% | 0.91% |
| 1Y return | 3.6% | 0.9% |
| 3Y return (a year) | 14.5% | 13.7% |
| 5Y return (a year) | 10.6% | 13.2% |
| 3Y vs index | +1.2% | +0.4% |
| Rating score, rank | 60 · #9 of 26 | 37 · #20 of 26 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.77% | 1.60% |
| 1Y return | 2.6% | 0.1% |
| 3Y return (a year) | 13.4% | 12.8% |
| 5Y return (a year) | 9.4% | 12.3% |
| 3Y vs index | +0.1% | -0.5% |
| Rating score, rank | 61 · #6 of 26 | 40 · #19 of 26 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 8% | 100% |
| Deepest fall, 3Y | -18.3% | -18.7% |
| Volatility, 3Y | 16.4% | 15.2% |
| Max fall, 5Y | -18.5% | -18.7% |
| Down capture, 3Y | 93 | 101 |
| Stocks held | 112 | 238 |
| Top 10 holdings | 36% | 19% |
| Large / mid / small caps | 48 / 38 / 11% | 43 / 39 / 17% |
| Largest sector | Banks | Banks |
Common questions
Canara Robeco Large and Mid Cap Fund or HDFC 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 HDFC Large & Mid Cap Fund is rated C, 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 HDFC Large & Mid Cap Fund: which has done better?
Over the last 3 years, Canara Robeco Large and Mid Cap Fund returned 14.5% a year against 13.7% for HDFC Large & Mid Cap Fund (Direct plans).
How much do Canara Robeco Large and Mid Cap Fund and HDFC Large & Mid Cap Fund overlap?
They hold 61 stocks in common; the portfolio overlap is 32%.
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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