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SBI Contra Fund vs Canara Robeco Large Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

16.36%

VS

3Y Return

12.5%

ParameterASBI Contra Fund - Direct Plan - GrowthBCanara Robeco Large Cap Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundCanara Robeco
CategoryMulti CapLarge Cap
NAV (β‚Ή)408.5169.54
AUM (β‚Ή Cr)4.74 Lac Cr1.65 Lac Cr
Expense Ratio (%)0.72%0.83%
RiskometerVery HighVery High
Volatility13.711.61
Sharpe Ratio0.720.52
1 Year Return (%)-1.21%-3.79%
3 Year Return (%)16.36%12.5%
5 Year Return (%)18.26%11.73%
Since Launch (%)15.48%13.95%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date2 January 20132 January 2013
Exit LoadNilNil
Fund ManagerDinesh Balachandran; Pradeep Kesavan (8.1 years yrs)Shridatta Bhandwaldar; Vishal Mishra (9.9 years yrs)
BenchmarkNifty 500 Multicap 50:25:25 TRIBSE 100 Total Return Index
Top 3 HoldingsHDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%)HDFC Bank Ltd. (8.33%), ICICI Bank Ltd. (7.71%), Reliance Industries Ltd. (5.54%)
Asset AllocationEquity: 81.12% | T-Bills: 2.35% | Forgn. Eq: 2.19% | Debenture: 1.92% | CD: 1.05% | REITs: 0.94% | Call Option: -0.03% | Futures: -0.16%Equity: 96.23% | Pref. Shares: 0.01%
Portfolio Turnover130%16%

Why consider SBI Contra Fund?

  • Expense ratio: 0.72%
  • 3Y return: 16.36%
  • AUM: 4.74 Lac Cr
  • Sharpe Ratio: 0.72

Why consider Canara Robeco Large Cap Fund?

  • Expense ratio: 0.83%
  • 3Y return: 12.5%
  • AUM: 1.65 Lac Cr
  • Sharpe Ratio: 0.52

SIP Calculator – Compare Growth Potential

SBI Contra Fund

β‚Ή1516047.14

@16.4% annual return (3Y)

Canara Robeco Large Cap Fund

β‚Ή1196906.64

@12.5% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

πŸ“Š Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.