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) | ₹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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