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) | ₹89383 Cr | ₹3849 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 | 3.06% | -0.06% |
| 6 Month | 9.19% | 7.87% |
| 1 Year | 12.6% | 11.15% |
| 3 Year | 26.41% | - |
| 5 Year | 27.71% | - |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.09% | 0.66% |
| 1 Year | 20.78% | 16.24% |
| 3 Year | 22.23% | - |
| 5 Year | 23.73% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.47% | 32.85% |
| 3 Year | 20.59% | - |
| 5 Year | 19.95% | - |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.86% | - |
| Sharp | 1.28% | - |
| Beta | 0.86% | - |
| Alpha | 3.88% | - |
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 | 11.57 | 8.98 |
| Mid Cap | 63.25 | 72.98 |
| Large Cap | 7.66 | 12.16 |
| Small Cap | 17.53 | 5.88 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 6.72 | 5.03 |
| Basic Materials | 5.26 | 9.85 |
| Consumer Defensive | 5.46 | - |
| Consumer Cyclical | 17.37 | 20.32 |
| Financial Services | 26.05 | 17.16 |
| Industrials | 9.54 | 15.19 |
| Communication Services | 2.97 | 2.82 |
| Healthcare | 12.3 | 7.45 |
| Technology | 10.16 | 14.52 |
| Energy | 2.96 | - |
| Utilities | 1.21 | 3.15 |
| Real Estate | - | 4.51 |
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