Canara Robeco Mid Cap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹38003 Cr | ₹3988 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 24 Feb 2014 | 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 | 120% | 18% |
| Expense Ratio | 1.58 | 1.96 |
| Manager | Rakesh Shetty | Shridatta Bhandwaldar |
| ISIN Code | INF247L01411 | INF760K01KL5 |
| Exits Load | Motilal Oswal Midcap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -1.93% | -0.47% |
| 6 Month | -4.23% | -1.04% |
| 1 Year | -8.36% | 5.62% |
| 3 Year | 24.82% | 20.18% |
| 5 Year | 26.33% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -3.28% | 0.81% |
| 1 Year | 1.3% | 15.05% |
| 3 Year | 16.96% | 16.61% |
| 5 Year | 22.44% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 16.54% | 27.75% |
| 3 Year | 20.92% | 20.25% |
| 5 Year | 14.9% | - |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 13.31% | - |
| Sharp | 1.03% | 0.95% |
| Beta | 0.91% | 0.89% |
| Alpha | 2.6% | -1.4% |
Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Shridatta Bhandwaldar |
| Total AUM | ₹33886 Cr | ₹69491 Cr |
| Funds Managed | 19 | 12 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 25.31 | 3.7 |
| Mid Cap | 58.51 | 72.97 |
| Large Cap | 16.18 | 16.73 |
| Small Cap | - | 6.11 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 16.4 | 3.7 |
| Healthcare | 0.85 | - |
| Financial Services | 10.65 | - |
| Technology | 34.62 | - |
| Consumer Cyclical | 15.12 | - |
| Communication Services | 9.14 | - |
| Industrials | 10.84 | - |
| Real Estate | 2.38 | - |
| Finance | - | 2.83 |
| Retailing | - | 7.73 |
| IT - Services | - | 1.86 |
| Healthcare Services | - | 3.99 |
| Pharmaceuticals & Biotechnology | - | 2.89 |
| Agricultural, Commercial & Construction Vehicles | - | 1.14 |
| IT - Software | - | 6.68 |
| Aerospace & Defense | - | 2.96 |
| Realty | - | 5.57 |
| Electrical Equipment | - | 7.6 |
| Other Consumer Services | - | 0.67 |
| Automobiles | - | 2.23 |
| Capital Markets | - | 1.98 |
| Non - Ferrous Metals | - | 1.11 |
| Transport Services | - | 2.74 |
| Banks | - | 8.24 |
| Insurance | - | 2.06 |
| Consumer Durables | - | 4.75 |
| Industrial Products | - | 3.98 |
| Telecom - Services | - | 0.94 |
| Chemicals & Petrochemicals | - | 2.94 |
| Auto Components | - | 5.3 |
| Financial Technology (Fintech) | - | 4.41 |
| Leisure Services | - | 3.45 |
| Fertilizers & Agrochemicals | - | 2.57 |
| Power | - | 2.9 |
| Cement & Cement Products | - | 2.29 |
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