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Canara Robeco Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon Tata Mid Cap Fund Regular Plan- Growth Option

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

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Chart Comparison

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

Overview

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Fund Tata Mid Cap Fund Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹5283 Cr ₹3849 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 Fund Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
1 Month 0.34% -1.08%
6 Month 6.27% 3.02%
1 Year 1.74% 1.81%
3 Year 20.46% 20.2%
5 Year 21.34% -

SIP Return Analysis

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
6 Month 3.37% 0.75%
1 Year 17.06% 15.97%
3 Year 16.81% 17.38%
5 Year 18.08% -

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
1 Year 15.85% 32.85%
3 Year 17.59% -
5 Year 17.48% -

Risk Management

Scheme Name Tata Mid Cap Fund Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Standard Deviation 13.05% -
Sharp 1.02% -
Beta 0.9% -
Alpha -0.5% -

Fund Managers

Scheme Name Tata Mid Cap 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 Fund Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

Tata Mid Cap Fund Regular Plan- Growth Option

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Others 4.61 8.98
Mid Cap 69.06 72.98
Large Cap 10.99 12.16
Small Cap 15.34 5.88

Sector Allocation

Scheme Name

Tata Mid Cap Fund Regular Plan- Growth Option

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Others 4.61 5.03
Industrial Products 6.8 -
Cement & Cement Products 4 -
Healthcare Services 3.08 -
Chemicals & Petrochemicals 2.9 -
IT - Software 4.87 -
Realty 3.28 -
Petroleum Products 1.62 -
Pharmaceuticals & Biotechnology 11.62 -
Telecom - Services 3.27 -
Finance 5.72 -
Electrical Equipment 2.23 -
Banks 8.2 -
Insurance 4.46 -
Agricultural Food & other Products 3.15 -
Construction 0.84 -
Gas 1.44 -
Agricultural, Commercial & Construction Vehicles 1.07 -
Consumer Durables 3.29 -
Aerospace & Defense 1.29 -
Auto Components 7.18 -
Leisure Services 2.79 -
Diversified 0.59 -
Fertilizers & Agrochemicals 4.01 -
Transport Infrastructure 2.91 -
Ferrous Metals 1.01 -
Textiles & Apparels 1.75 -
Transport Services 0.69 -
Power 0.5 -
Commercial Services & Supplies 0.83 -
Financial Services - 17.16
Consumer Cyclical - 20.32
Technology - 14.52
Healthcare - 7.45
Industrials - 15.19
Real Estate - 4.51
Basic Materials - 9.85
Communication Services - 2.82
Utilities - 3.15

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