Canara Robeco Large and Mid Cap Fund vs SBI Large & Midcap Fund
Over the last 3 years, Canara Robeco Large and Mid Cap Fund returned 14.5% a year against 13.7% for SBI Large & Midcap Fund (Direct plans). SBI Large & Midcap Fund was the more consistent: ahead of its index in 53% of rolling 3-year periods, against 8%. In falling months, SBI Large & Midcap Fund fell less: 81% of the index's fall, against 93%. They hold 17 stocks in common; the portfolio overlap is 18%. Data as of 12 Nov 2026.
| Canara Robeco Large and Mid Cap Fund | SBI Large & Midcap Fund | |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | Canara Robeco Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty Largemidcap 250 TRI | Nifty Largemidcap 250 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹24,436 cr | ₹39,865 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.77% | 0.86% |
| 1Y return | 3.6% | 0.9% |
| 3Y return (a year) | 14.5% | 13.7% |
| 5Y return (a year) | 10.6% | 12.2% |
| 3Y vs index | +1.2% | +0.4% |
| Rating score, rank | 60 · #9 of 26 | 22 · #24 of 26 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.77% | 1.64% |
| 1Y return | 2.6% | 0.1% |
| 3Y return (a year) | 13.4% | 12.7% |
| 5Y return (a year) | 9.4% | 11.2% |
| 3Y vs index | +0.1% | -0.5% |
| Rating score, rank | 61 · #6 of 26 | 24 · #24 of 26 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 8% | 53% |
| Deepest fall, 3Y | -18.3% | -14.2% |
| Volatility, 3Y | 16.4% | 13.3% |
| Max fall, 5Y | -18.5% | -16.4% |
| Down capture, 3Y | 93 | 81 |
| Stocks held | 112 | 87 |
| Top 10 holdings | 36% | 30% |
| Large / mid / small caps | 48 / 38 / 11% | 42 / 35 / 19% |
| Largest sector | Banks | Banks |
Common questions
Canara Robeco Large and Mid Cap Fund or SBI Large & Midcap Fund: which is better?
On our track-record ratings (Direct plans), Canara Robeco Large and Mid Cap Fund is rated B and SBI Large & Midcap 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 SBI Large & Midcap 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 SBI Large & Midcap Fund (Direct plans).
How much do Canara Robeco Large and Mid Cap Fund and SBI Large & Midcap Fund overlap?
They hold 17 stocks in common; the portfolio overlap is 18%.
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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