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) | ₹3538 Cr | ₹12585 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 | 3.16% | 4.53% |
| 6 Month | 14.87% | 12.95% |
| 1 Year | 7.18% | 6.1% |
| 3 Year | - | 24.2% |
| 5 Year | - | 27.02% |
SIP Return Analysis
| Scheme Name | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.3% | 0.7% |
| 1 Year | 13.18% | 10.52% |
| 3 Year | - | 19.82% |
| 5 Year | - | 20.59% |
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% | 20.33% |
| 3 Year | - | 19.02% |
| 5 Year | - | 18.97% |
Risk Management
| Scheme Name | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.06% |
| Sharp | - | 1.09% |
| Beta | - | 0.93% |
| Alpha | - | 1.50% |
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 | 7.35 | 6.89 |
| Mid Cap | 74.19 | 67.99 |
| Large Cap | 12.12 | 10.91 |
| Small Cap | 6.34 | 14.22 |
Sector Allocation
| Scheme Name |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.75 | 3.87 |
| Financial Services | 16.67 | 19.58 |
| Consumer Cyclical | 21.74 | 17.35 |
| Technology | 14.01 | 5.48 |
| Healthcare | 8.07 | 11.72 |
| Industrials | 16.22 | 14.8 |
| Real Estate | 4.41 | 3.58 |
| Basic Materials | 8.95 | 10.47 |
| Communication Services | 2.85 | 2.15 |
| Utilities | 3.33 | 2.52 |
| Energy | - | 2.16 |
| Consumer Defensive | - | 6.31 |
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