Aditya Birla Sun Life Small Cap Fund vs Canara Robeco Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4824 Cr | ₹12588 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 May 2007 | 15 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 34% | 3% |
Expense Ratio | 1.89 | 1.7 |
Manager | Dhaval Joshi | Shridatta Bhandwaldar |
ISIN Code | INF209K01EN2 | INF760K01JF9 |
Exits Load | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Canara Robeco Small 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 | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.87% | 2.68% |
6 Month | 21.21% | 19.54% |
1 Year | -6.57% | -7.12% |
3 Year | 16.41% | 14.65% |
5 Year | 22.75% | 26.63% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.59% | 3.54% |
1 Year | 8.51% | 7.56% |
3 Year | 15.07% | 14.65% |
5 Year | 16.19% | 18.64% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.27% | 25.59% |
3 Year | 16.73% | 31.02% |
5 Year | 15.06% | 33.09% |
Risk Management
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.55% | 15.51% |
Sharp | 0.58% | 0.56% |
Beta | 0.88% | 0.78% |
Alpha | -3.60% | -3.55% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Shridatta Bhandwaldar |
Total AUM | ₹361932 Cr | ₹69491 Cr |
Funds Managed | 55 | 12 |
Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.76 | 4.38 |
Small Cap | 77.4 | 73.01 |
Mid Cap | 11.73 | 14.93 |
Large Cap | 3.11 | 7.69 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.3 | 3.34 |
Consumer Defensive | 7.66 | 5.05 |
Consumer Cyclical | 17.51 | 16.66 |
Industrials | 18.85 | 22.55 |
Financial Services | 17.5 | 20.93 |
Basic Materials | 12.54 | 9.85 |
Healthcare | 12 | 12.53 |
Real Estate | 4.78 | 2.09 |
Technology | 2.38 | 3.28 |
Utilities | 1.49 | 1.79 |
Energy | - | 0.86 |
Communication Services | - | 1.06 |
Top Comparisons
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns24.8%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns12.85%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.22%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns15.71%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.36%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.35%