Canara Robeco Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Tata Mid Cap Growth 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) | ₹4354 Cr | ₹2629 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Mar 2004 | 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 | 69.98% | 18% |
Expense Ratio | 1.87 | 1.96 |
Manager | Satish Chandra Mishra | Shridatta Bhandwaldar |
ISIN Code | INF277K01626 | INF760K01KL5 |
Exits Load | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 2.64% | 3.02% |
6 Month | -7.28% | -6.75% |
1 Year | 2.57% | 5.72% |
3 Year | 18.67% | - |
5 Year | 26.63% | - |
SIP Return Analysis
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | -0.44% | -0.82% |
1 Year | -10.32% | -9.04% |
3 Year | 18.08% | - |
5 Year | 20.08% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 17.53% | 41.73% |
3 Year | 16.61% | - |
5 Year | 17.03% | - |
Risk Management
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 13.05% | - |
Sharp | 0.63% | - |
Beta | 0.91% | - |
Alpha | -1.79% | - |
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Fund Managers
Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Name | Satish Chandra Mishra | Shridatta Bhandwaldar |
Total AUM | ₹13117 Cr | ₹69491 Cr |
Funds Managed | 5 | 12 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.85 | 6.55 |
Mid Cap | 68.81 | 70.18 |
Small Cap | 19.06 | 7.24 |
Large Cap | 8.29 | 16.03 |
Sector Allocation
Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 3.76 | 3.52 |
Basic Materials | 9.65 | 6.68 |
Industrials | 21.45 | 15.88 |
Healthcare | 14.6 | 8.83 |
Financial Services | 20.91 | 18.24 |
Real Estate | 4.58 | 5.6 |
Energy | 1.34 | 1.53 |
Communication Services | 3.12 | 3.62 |
Utilities | 2.79 | 4.41 |
Consumer Cyclical | 11.64 | 19.49 |
Technology | 4.98 | 11.09 |
Consumer Defensive | 1.2 | 1.11 |
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