Canara Robeco Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
Chart Comparison
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) | ₹5043 Cr | ₹3538 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 | -0.45% | -0.96% |
6 Month | 11.66% | 17.41% |
1 Year | -1.35% | 2.92% |
3 Year | 21.48% | - |
5 Year | 24.13% | - |
SIP Return Analysis
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.44% | 2.52% |
1 Year | 10.97% | 18.15% |
3 Year | 16.99% | - |
5 Year | 18.36% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 16.23% | 32.85% |
3 Year | 17.31% | - |
5 Year | 17.35% | - |
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 | 0.96% | - |
Beta | 0.9% | - |
Alpha | -0.61% | - |
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 | 5.89 | 7.35 |
Mid Cap | 70.5 | 74.19 |
Small Cap | 14.88 | 6.34 |
Large Cap | 8.73 | 12.12 |
Sector Allocation
Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 4.66 | 3.75 |
Industrials | 19.77 | 16.22 |
Basic Materials | 11.95 | 8.95 |
Healthcare | 14.95 | 8.07 |
Technology | 4.69 | 14.01 |
Real Estate | 3.8 | 4.41 |
Energy | 1.58 | - |
Communication Services | 3.11 | 2.85 |
Financial Services | 16.6 | 16.67 |
Consumer Defensive | 3.17 | - |
Utilities | 1.97 | 3.33 |
Consumer Cyclical | 13.75 | 21.74 |
Top Comparisons
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns21.43%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns24.93%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.98%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.7%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.77%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.72%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.74%
Kotak Multi Asset Omni FOF - Growth
3Y Returns20.87%