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

    Direct Plan, Growth option · Data as on 30-10-2026

    Canara Robeco Large and Mid Cap Fund and HDFC Large & Mid Cap Fund are both Large & Mid Cap funds. In the 3 years to 30-10-2026, Canara Robeco Large and Mid Cap Fund (Direct) returned 12.3% a year and HDFC Large & Mid Cap Fund (Direct) returned 12.1% a year. Canara Robeco Large and Mid Cap Fund charges 0.78% a year and HDFC Large & Mid Cap Fund 0.92% (Direct plans). Their portfolios overlap 30.7%: they hold 64 of the same securities.

    Canara Robeco Large and Mid Cap Fund

    Large & Mid Cap

    3 year return
    12.3%
    Expense ratio
    0.78%
    NAV
    ₹282.16
    See Canara Robeco Large and Mid Cap Fund

    HDFC Large & Mid Cap Fund

    Large & Mid Cap

    3 year return
    12.1%
    Expense ratio
    0.92%
    NAV
    ₹344.94
    See HDFC Large & Mid Cap Fund

    Which is better, Canara Robeco Large and Mid Cap or HDFC Large & Mid Cap? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • HDFC Large & Mid Cap returned more over 5 years: 12.3% a year against 9.4%.
    • Canara Robeco Large and Mid Cap returned more over 3 years: 12.3% a year against 12.1%.
    • Canara Robeco Large and Mid Cap costs less: 0.78% a year against 0.92% (Direct plans).
    • HDFC Large & Mid Cap swung less over 3 years: a standard deviation of 14.9% a year against 15.1%.
    • Canara Robeco Large and Mid Cap fell less in its worst fall since 30-06-2014: −36.2% against −39.5%.
    • HDFC Large & Mid Cap is the larger fund: ₹28,543 Cr against ₹24,578 Cr.
    • Their portfolios overlap 30.7%: 64 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactCanara Robeco Large and Mid Cap FundHDFC Large & Mid Cap Fund
    Fund houseCanara Robeco Mutual FundHDFC Mutual Fund
    CategoryLarge & Mid CapLarge & Mid Cap
    AUM₹24,578 Cr (30-09-2026)₹28,543 Cr (30-09-2026)
    NAV₹282.16 (Direct)₹344.94 (Direct)
    Expense ratio (Direct)0.78%0.92%
    Expense ratio (Regular)1.78%1.61%
    RiskometerVery HighVery High
    BenchmarkNifty LargeMidcap 250 TRINifty LargeMidcap 250 TRI
    Launch date11-03-200518-02-1994
    Minimum investment₹5,000₹100
    Lock inNoneNone
    Fund managersAmit Nadekar, Shridatta BhandwaldarGopal Agarwal, Gopal Agrawal, Bhagyesh Kagalkar
    Exit load1% - If redeemed/switched out within 1 year from the date of allotment, Nil - if redeemed/switched out after 1 year from the date of allotmentIn respect of each purchase/ switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment.

    Canara Robeco Large and Mid Cap vs HDFC Large & Mid Cap: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    Canara Robeco Large and Mid Cap Fund (Direct)−0.51%−5.28%+0.36%−6.09%+12.27%+9.40%+14.19%
    HDFC Large & Mid Cap Fund (Direct)−1.74%−6.65%−1.59%−6.99%+12.06%+12.31%+14.05%
    Large & Mid Cap average−1.78%−5.20%−0.43%−3.99%+13.28%+11.36%+13.62%

    Category average: the average of the 36 Large & Mid Cap funds, same plan type.

    Canara Robeco Large and Mid Cap vs HDFC Large & Mid Cap: Year-wise Returns

    YearCanara Robeco Large andCanara Robeco Large and Mid CapHDFC Large &HDFC Large & Mid CapNIFTY LargeMidcap 250 TRI
    2026to date−3.16%−6.39%−7.09%
    2025+0.59%+6.89%+8.19%
    2024+27.64%+20.42%+18.68%
    2023+25.36%+38.87%+32.66%
    2022−0.45%+9.05%+4.48%
    2021+38.66%+43.96%+37.04%

    Canara Robeco Large and Mid Cap vs HDFC Large & Mid Cap: Rolling Returns

    Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of both

    Rolling returns

    Every 3-year holding period, 2,299 of them, one for each trading day from 30-06-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

    −10%0%10%20%30%40%
    Mar 2015
    to
    Mar 2018
    Oct 2016
    to
    Oct 2019
    May 2018
    to
    May 2021
    Jan 2020
    to
    Jan 2023
    Aug 2021
    to
    Aug 2024
    Jan 2023
    to
    Jan 2026
    Canara Robeco Large and Mid Cap Fund (Direct)HDFC Large & Mid Cap Fund (Direct)NIFTY LargeMidcap 250 TRI

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighestBeat benchmark
    Canara Robeco Large and Mid Cap1.33.66.717.538.523.58.917.3%17.7%−2.8%33.2%39%
    HDFC Large & Mid Cap4.95.722.113.315.420.817.815.8%16.4%−8.9%39.1%72%
    NIFTY LargeMidcap 250 TRI0.00.03.012.638.335.111.119.5%19.5%5.5%36.1%--

    The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is NIFTY LargeMidcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 30-06-2014. Past returns do not promise future returns.

    Canara Robeco Large and Mid Cap vs HDFC Large & Mid Cap: SIP and Lumpsum Returns

    What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 02-06-2014 to 30-10-2026: 149 instalments, ₹14,90,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Canara Robeco Large and Mid CapCanara Robeco Large and Mid Cap Fund (Direct) ₹14,90,000 ₹38,63,240 ₹23,73,240 14.4%
    HDFC Large & Mid CapHDFC Large & Mid Cap Fund (Direct) ₹14,90,000 ₹37,74,309 ₹22,84,309 14.0%
    ₹0₹10.0 L₹20.0 L₹30.0 L₹40.0 L₹50.0 L
    201520172019202120232025
    Canara Robeco Large and Mid CapCanara Robeco Large and Mid Cap Fund (Direct)HDFC Large & Mid CapHDFC Large & Mid Cap Fund (Direct)Amount invested

    From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Canara Robeco Large and Mid Cap vs HDFC Large & Mid Cap: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureCanara Robeco Large and Mid Cap Fund (Direct)HDFC Large & Mid Cap Fund (Direct)
    Return (CAGR)+12.27%+12.06%
    Standard deviation15.13%14.86%
    Sharpe ratio0.410.41
    Sortino ratio0.570.55
    Maximum drawdown−18.3% (28-02-2025)−18.7% (28-02-2025)
    Beta0.980.99
    Alpha+0.85%+0.58%

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −40%−30%−20%−10%0%
    201520172019202120232025
    Canara Robeco Large and Mid Cap Fund (Direct)HDFC Large & Mid Cap Fund (Direct)NIFTY LargeMidcap 250 TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Canara Robeco Large and Mid Cap Fund (Direct)−36.2%20-02-202023-03-202005-11-20207 months−7.5%
    HDFC Large & Mid Cap Fund (Direct)−39.5%17-01-202023-03-202023-11-20208 months−8.4%
    NIFTY LargeMidcap 250 TRI−37.8%24-01-202023-03-202005-11-20207 months−8.6%

    From daily values since 30-06-2014, the first day every fund has.

    Rolling standard deviation

    Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%5%10%15%20%25%
    20182020202220242026
    Canara Robeco Large and Mid Cap Fund (Direct)HDFC Large & Mid Cap Fund (Direct)NIFTY LargeMidcap 250 TRI

    Against NIFTY LargeMidcap 250 TRI

    FundUp captureDown captureTracking error
    Canara Robeco Large and Mid Cap Fund (Direct)96%94%4.27%
    HDFC Large & Mid Cap Fund (Direct)100%95%4.29%

    From month-end values since 30-06-2014. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.

    Canara Robeco Large and Mid Cap vs HDFC Large & Mid Cap: Portfolio Overlap

    From each fund's latest monthly portfolio: Canara Robeco Large and Mid Cap Fund, September 2026; HDFC Large & Mid Cap Fund, September 2026

    Holdings in common

    Overlap
    30.7%
    Held by both
    64
    Only in Canara Robeco Large and Mid Cap
    33
    Only in HDFC Large & Mid Cap
    176
    Security% of Canara Robeco Large and Mid Cap% of HDFC Large & Mid Cap
    ICICI Bank Ltd5.26%3.66%
    HDFC Bank Ltd4.46%3.64%
    Bharti Airtel Ltd2.77%1.79%
    Eternal Ltd3.58%1.16%
    Infosys Ltd1.35%1.04%
    Shriram Finance Ltd1.02%1.11%
    Bajaj Finance Ltd2.71%0.86%
    Indian Hotels Co Ltd5.55%0.85%
    Divi's Laboratories Ltd1.29%0.79%
    Solar Industries India Ltd1.93%0.77%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 30.7% means 30.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in Canara Robeco Large and Mid Cap Fund

    Security% of fund
    Uno Minda Ltd1.97%
    Multi Commodity Exchange Of India Ltd1.83%
    Lenskart Solutions Ltd1.68%
    Abbott India Ltd1.46%
    Tata Power Co Ltd1.45%

    Largest holdings only in HDFC Large & Mid Cap Fund

    Security% of fund
    Axis Bank Ltd.1.95%
    State Bank of India1.42%
    Gland Pharma Ltd.1.42%
    Prestige Estates Projects Ltd.1.30%
    Fortis Healthcare Limited1.28%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetCanara Robeco Large and Mid CapHDFC Large & Mid Cap
    Equity96.2%99.0%
    Debt0.0%0.0%
    Cash and others3.8%1.0%

    Market cap of stocks

    Market capCanara Robeco Large and Mid CapHDFC Large & Mid Cap
    Large Cap47.2%43.5%
    Mid Cap38.3%38.7%
    Small Cap10.4%16.8%
    Not on AMFI's list0.3%0.0%

    Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Largest sectors

    SectorCanara Robeco Large and Mid CapHDFC Large & Mid Cap
    Banks12.6%17.0%
    Pharmaceuticals & Biotechnology4.8%11.9%
    Retailing8.4%3.6%
    Leisure Services8.0%1.4%
    Finance6.9%7.9%
    IT - Software4.2%6.3%
    Automobiles5.2%3.7%
    Auto Components3.2%4.5%

    The six largest sectors of each fund's stocks, % of the fund.

    Canara Robeco Large and Mid Cap vs HDFC Large & Mid Cap: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeCanara Robeco Large and Mid Cap FundHDFC Large & Mid Cap Fund
    Total expense ratio (Direct)0.78%0.92%
    Base expense ratio (Direct)0.54%0.77%
    Total expense ratio (Regular)1.78%1.61%
    Base expense ratio (Regular)1.39%1.36%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    More comparisons

    Each fund against the others of its category

    Canara Robeco Large and Mid Cap Fund vs HDFC Large & Mid Cap Fund: Frequently Asked Questions

    What is the difference between Canara Robeco Large and Mid Cap Fund and HDFC Large & Mid Cap Fund?

    Both are Large & Mid Cap funds, run by Canara Robeco Mutual Fund and HDFC Mutual Fund. Their portfolios overlap 30.7%. Canara Robeco Large and Mid Cap Fund charges 0.78% a year and HDFC Large & Mid Cap Fund 0.92%.

    Which has given higher returns, Canara Robeco Large and Mid Cap Fund or HDFC Large & Mid Cap Fund?

    Over 1 year: Canara Robeco Large and Mid Cap Fund −6.09%, HDFC Large & Mid Cap Fund −6.99%. Over 3 years: Canara Robeco Large and Mid Cap Fund +12.27% a year, HDFC Large & Mid Cap Fund +12.06% a year. Over 5 years: Canara Robeco Large and Mid Cap Fund +9.40% a year, HDFC Large & Mid Cap Fund +12.31% a year. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Canara Robeco Large and Mid Cap Fund or HDFC Large & Mid Cap Fund?

    Canara Robeco Large and Mid Cap Fund charges less: 0.78% a year against 0.92%. These are the Direct plans' total expense ratios reported to AMFI.

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

    30.7%. They hold 64 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.

    Which is riskier, Canara Robeco Large and Mid Cap Fund or HDFC Large & Mid Cap Fund?

    On SEBI's riskometer, Canara Robeco Large and Mid Cap Fund is rated Very High and HDFC Large & Mid Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 15.13% and 14.86% a year.

    Which is better for SIP, Canara Robeco Large and Mid Cap Fund or HDFC Large & Mid Cap Fund?

    Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,65,654 in Canara Robeco Large and Mid Cap Fund (XIRR 8.9% a year) and ₹7,96,813 in HDFC Large & Mid Cap Fund (XIRR 10.5% a year). Both received 61 instalments. Past returns do not promise future returns.

    Can I invest in both Canara Robeco Large and Mid Cap Fund and HDFC Large & Mid Cap Fund?

    Yes. 30.7% of each fund's money sits in the same holdings, so some of the two investments would move together.

    Who manages Canara Robeco Large and Mid Cap Fund and HDFC Large & Mid Cap Fund?

    Canara Robeco Large and Mid Cap Fund: Amit Nadekar, Shridatta Bhandwaldar. HDFC Large & Mid Cap Fund: Gopal Agarwal, Gopal Agrawal, Bhagyesh Kagalkar.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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