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) | ₹37501 Cr | ₹3849 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 | -2.16% | -1.55% |
| 6 Month | -1.01% | -0.06% |
| 1 Year | -11.31% | -0.35% |
| 3 Year | 23.77% | 19.77% |
| 5 Year | 28.84% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.33% | 0.75% |
| 1 Year | 7.08% | 15.97% |
| 3 Year | 20.54% | 17.38% |
| 5 Year | 24.52% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 16.72% | 32.85% |
| 3 Year | 20.79% | - |
| 5 Year | 14.82% | - |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 17.71% | - |
| Sharp | 1.03% | - |
| Beta | 0.91% | - |
| Alpha | 3.59% | - |
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 | 17.44 | 8.58 |
| Mid Cap | 61.87 | 70.93 |
| Large Cap | 20.69 | 14.55 |
| Small Cap | - | 5.95 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 7.52 | 4 |
| Healthcare | 1.61 | 6.88 |
| Financial Services | 11.71 | 16.92 |
| Technology | 37.64 | 14.68 |
| Consumer Cyclical | 18.46 | 19.24 |
| Communication Services | 8.74 | 2.61 |
| Industrials | 11.9 | 16.48 |
| Real Estate | 2.43 | 5.58 |
| Consumer Defensive | - | 0.67 |
| Basic Materials | - | 10.03 |
| Utilities | - | 2.9 |
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