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) | ₹92169 Cr | ₹3988 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 | -1.86% | -3.18% |
| 6 Month | 5.31% | 0.53% |
| 1 Year | 3.95% | -0.7% |
| 3 Year | 24.69% | 19.56% |
| 5 Year | 25.3% | - |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.88% | -0.02% |
| 1 Year | 20.1% | 16.06% |
| 3 Year | 20.78% | 17.17% |
| 5 Year | 22.84% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 14.41% | 32.85% |
| 3 Year | 20.66% | - |
| 5 Year | 20% | - |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.85% | - |
| Sharp | 1.25% | - |
| Beta | 0.86% | - |
| Alpha | 3.57% | - |
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 | 12.16 | 8.58 |
| Mid Cap | 63.68 | 70.93 |
| Large Cap | 7.64 | 14.55 |
| Small Cap | 16.51 | 5.95 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 6.97 | 4 |
| Basic Materials | 5.07 | 10.03 |
| Consumer Defensive | 5.56 | 0.67 |
| Consumer Cyclical | 16.69 | 19.24 |
| Financial Services | 27.28 | 16.92 |
| Industrials | 9.05 | 16.48 |
| Communication Services | 2.76 | 2.61 |
| Healthcare | 12.26 | 6.88 |
| Technology | 10.48 | 14.68 |
| Energy | 2.76 | - |
| Utilities | 1.11 | 2.9 |
| Real Estate | - | 5.58 |
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