Canara Robeco Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

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

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) ₹2500 Cr ₹11825 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2022 01 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 2 1.73
Manager Shridatta Bhandwaldar Ratish Varier
ISIN Code INF760K01KL5 INF903J01173
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -6.84% -5.87%
6 Month 7.2% 11.05%
1 Year 30.36% 38.02%
3 Year - 21.82%
5 Year - 23.8%

SIP Return Analysis

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 22.01% 29.86%
3 Year - 32.77%
5 Year - 29.48%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 43.82% 21.22%
3 Year - 18.05%
5 Year - 18.53%

Risk Management

Scheme Name Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation - 13.35%
Sharp - 1.16%
Beta - 0.88%
Alpha - 2.72%

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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
Fund Manage 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 5.17 6.5
Mid Cap 66.73 66.49
Large Cap 20.24 17.11
Small Cap 7.86 9.85

Sector Allocation

Scheme Name

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.16 2.66
Materials 5.56 5.11
Services 11.12 13.57
Healthcare 11 10.83
Financial 19.48 18.38
Technology 5.61 4.25
Capital Goods 14.01 11.59
Communication 2.66 0.34
Construction 3.41 2.45
Metals & Mining 4.61 3.91
Energy 3.9 4.29
Consumer Discretionary 1.7 4.72
Chemicals 4.78 3.8
Diversified 0.62 -
Automobile 4.8 9.82
Consumer Staples 1.34 1.94
Textiles 2.24 -
Insurance - 0.46
Unclassified - 1.83

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