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Compare Canara Robeco Mid Cap Fund vs Sundaram Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.89 | 1.74 |
NAV | ₹17.48 | ₹1394.44 |
Fund Started | 11 Nov 2022 | 24 Jun 2002 |
Fund Size | ₹3179.53 Cr | ₹12501.03 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year. | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.89
1.74
NAV
₹17.48
₹1394.44
Fund Started
11 Nov 2022
24 Jun 2002
Fund Size
₹3179.53 Cr
₹12501.03 Cr
Exit Load
Exit load of 1% if redeemed within 1 year.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | 1.75% | 0.47% |
3 Year | - | 21.74% |
5 Year | - | 26.71% |
1 Year
1.75%
0.47%
3 Year
-
21.74%
5 Year
-
26.71%
Holding Analysis
Equity | 95.82% | 95.63% |
Cash | 4.18% | 4.37% |
Equity
95.82%
95.63%
Cash
4.18%
4.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
JK Cement Ltd. | 3.09% |
One97 Communications Ltd. | 2.84% |
UNO Minda Ltd. | 2.81% |
Persistent Systems Ltd. | 2.60% |
HDFC Asset Management Company Ltd. | 2.55% |
Indian Bank | 2.52% |
Dixon Technologies (India) Ltd. | 2.50% |
Max Financial Services Ltd. | 2.43% |
Eternal Ltd. | 2.41% |
Max Healthcare Institute Ltd. | 2.29% |
Name | Assets |
|---|---|
Coromandel International Ltd. | 3.66% |
Cummins India Ltd. | 3.64% |
Kalyan Jewellers India Ltd. | 2.84% |
Fortis Healthcare Ltd. | 2.64% |
GE Vernova T&D India Ltd. | 2.55% |
Mahindra & Mahindra Financial Services Ltd. | 2.44% |
Lupin Ltd. | 2.37% |
Hindustan Petroleum Corporation Ltd. | 2.04% |
JK Cement Ltd. | 2.02% |
Persistent Systems Ltd. | 1.99% |
Fund Manager
Name | Ajay Khandelwal | Ratish Varier |
Start Date | 16 Dec 2021 | 01 Jan 2022 |
Name
Ajay Khandelwal
Ratish Varier
Start Date
16 Dec 2021
01 Jan 2022
About Fund
Description | The Scheme seeks to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies. | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. |
Launch Date | 11 Nov 2022 | 24 Jun 2002 |
Description
The Scheme seeks to generate capital appreciation by investing predominantly in equity and equity related instruments of mid cap companies.
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Launch Date
11 Nov 2022
24 Jun 2002
