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Canara Robeco Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Fund Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3988 Cr ₹13345 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Dec 2022 19 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 18% 45%
Expense Ratio 1.96 1.77
Manager Shridatta Bhandwaldar Ratish Varier
ISIN Code INF760K01KL5 INF903J01173
Exits Load 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 Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -2.79% -2.18%
6 Month 0.77% 3.93%
1 Year 0.18% 0.76%
3 Year 19.59% 23.02%
5 Year - 22.56%

SIP Return Analysis

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -0.02% 1.95%
1 Year 16.06% 17.69%
3 Year 17.17% 20.39%
5 Year - 20.82%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 32.85% 20.02%
3 Year - 19.49%
5 Year - 19.08%

Risk Management

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation - 13.35%
Sharp - 1.14%
Beta - 0.93%
Alpha - 1.35%

Fund Managers

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Name Shridatta Bhandwaldar Ratish Varier
Total AUM ₹69491 Cr ₹12102 Cr
Funds Managed 12 3
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 8.58 9.41
Mid Cap 70.93 67.5
Large Cap 14.55 10.07
Small Cap 5.95 13.03

Sector Allocation

Scheme Name

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 4 5.74
Financial Services 16.92 21.47
Consumer Cyclical 19.24 15.93
Technology 14.68 6.13
Healthcare 6.88 10.33
Industrials 16.48 14.16
Real Estate 5.58 3.71
Consumer Defensive 0.67 6.1
Basic Materials 10.03 9.51
Communication Services 2.61 2.49
Utilities 2.9 2.32
Energy - 2.11

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