COMPARE
Canara Robeco Large And Mid Cap Fund - Direct Plan - Growth Option vs HSBC Large & Mid Cap Fund - Direct Growth
Canara Robeco Large And Mid Cap Fund and HSBC Large & Mid Cap Fund are both in the Large & Mid Cap Fund category, from Canara Robeco Asset Management Company Limited and HSBC Asset Management (India) Private Ltd. respectively. HSBC Large & Mid Cap Fund has posted a higher 3-year rolling CAGR. Canara Robeco Large And Mid Cap Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Canara Robeco Large And Mid Cap Fund has the lower direct-plan expense ratio, by 0.62 percentage points.
| Canara Robeco Large And Mid Cap Fund - Direct Plan - Growth Option | HSBC Large & Mid Cap Fund - Direct Growth | |
|---|---|---|
| Category | Large & Mid Cap Fund | Large & Mid Cap Fund |
| AMC | Canara Robeco Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. |
| Benchmark | NIFTY LargeMidcap 250 TRI | NIFTY LargeMidcap 250 TRI |
| NAV | ₹281.73 (2026-10-28) | ₹31.3878 (2026-10-28) |
| AUM | ₹24,141.877 Cr | ₹5,679.217 Cr |
| Expense Ratio (Direct) | 0.77% | 1.39% |
| Inception | 2005-02-11 | 2019-03-11 |
Returns
HSBC Large & Mid Cap Fund leads on 3-year rolling CAGR (21.0% vs Canara Robeco Large And Mid Cap Fund's 18.7%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
HSBC Large & Mid Cap Fund has been the more volatile of the two by standard deviation.
| Canara Robeco Large And Mid Cap Fund - Direct Plan - Growth Option | HSBC Large & Mid Cap Fund - Direct Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.19 | 0.39 |
| 3Y Alpha | 0.2715% | 3.9232% |
| 3Y Std Deviation | 15.8161% | 17.6668% |
| 3Y Calmar Ratio | 0.55 | 0.56 |
Portfolio Analytics
Canara Robeco Large And Mid Cap Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Canara Robeco Large And Mid Cap Fund - Direct Plan - Growth Option | HSBC Large & Mid Cap Fund - Direct Growth | |
|---|---|---|
| P/E Ratio | 34.5334 | 34.4332 |
| P/B Ratio | 7.1843 | 15.3738 |
| Dividend Yield | 0.7642% | 0.6065% |
| Active Share | 62.97% | 75.07% |
| Portfolio Turnover | - | - |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
HSBC Large & Mid Cap Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Canara Robeco Large And Mid Cap Fund or HSBC Large & Mid Cap Fund?
HSBC Large & Mid Cap Fund's 3-year rolling CAGR of 21.0% is higher than Canara Robeco Large And Mid Cap Fund's 18.7%. HSBC Large & Mid Cap Fund sits in the 92nd percentile of its category on this metric, versus the 65th percentile for Canara Robeco Large And Mid Cap Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Canara Robeco Large And Mid Cap Fund or HSBC Large & Mid Cap Fund?
Canara Robeco Large And Mid Cap Fund's direct-plan expense ratio is 0.62 percentage points lower than HSBC Large & Mid Cap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Canara Robeco Large And Mid Cap Fund or HSBC Large & Mid Cap Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), HSBC Large & Mid Cap Fund has been more volatile than Canara Robeco Large And Mid Cap Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.19 for Canara Robeco Large And Mid Cap Fund vs 0.39 for HSBC Large & Mid Cap Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Canara Robeco Large And Mid Cap Fund or HSBC Large & Mid Cap Fund?
Canara Robeco Large And Mid Cap Fund has ₹24,142 Cr in assets under management, versus ₹5,679 Cr for HSBC Large & Mid Cap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Canara Robeco Large And Mid Cap Fund or HSBC Large & Mid Cap Fund?
Canara Robeco Large And Mid Cap Fund launched on 2005-02-11, making it older than HSBC Large & Mid Cap Fund (launched 2019-03-11). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.