Canara Robeco Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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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