Canara Robeco Mid Cap Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹92642 Cr | ₹4068 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2007 | 02 Dec 2022 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 14.6% | 18% |
| Expense Ratio | 1.39 | 1.96 |
| Manager | Dhruv Muchhal | Shridatta Bhandwaldar |
| ISIN Code | INF179K01CR2 | INF760K01KL5 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -0.48% | -1.99% |
| 6 Month | 2.79% | -2.27% |
| 1 Year | 13.74% | 11.05% |
| 3 Year | 26.08% | 20.52% |
| 5 Year | 25.23% | - |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.4% | -0.31% |
| 1 Year | 16.42% | 11.09% |
| 3 Year | 18.41% | 14.73% |
| 5 Year | 21.75% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.19% | 27.47% |
| 3 Year | 20.87% | 20.27% |
| 5 Year | 20.13% | - |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.81% | 14.77% |
| Sharp | 1.27% | 0.90% |
| Beta | 0.86% | 0.89% |
| Alpha | 3.39% | -1.29% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Shridatta Bhandwaldar |
| Total AUM | ₹520687 Cr | ₹69491 Cr |
| Funds Managed | 40 | 12 |
| HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 12.55 | 11.33 |
| Mid Cap | 63.87 | 69.26 |
| Large Cap | 7.51 | 14.52 |
| Small Cap | 16.07 | 4.88 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 7.09 | 2.75 |
| Basic Materials | 4.98 | 9.21 |
| Consumer Defensive | 5.82 | 0.7 |
| Consumer Cyclical | 16.33 | 18.59 |
| Financial Services | 27.51 | 21.48 |
| Industrials | 9.6 | 16.31 |
| Communication Services | 2.77 | 2.59 |
| Healthcare | 12.04 | 6.21 |
| Technology | 9.79 | 13.75 |
| Energy | 2.99 | - |
| Utilities | 1.07 | 2.88 |
| Real Estate | - | 5.53 |
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