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) | ₹5049 Cr | ₹13060 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 | -4.14% | -3.14% |
| 6 Month | -1.98% | -2.64% |
| 1 Year | -7.4% | -9.18% |
| 3 Year | 16.51% | 14.42% |
| 5 Year | 18.33% | 23.13% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.94% | -2.17% |
| 1 Year | 9.48% | 5.76% |
| 3 Year | 11.61% | 10.38% |
| 5 Year | 13.64% | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.76% | 23.69% |
| 3 Year | 16.91% | 30.32% |
| 5 Year | 15.47% | 31.55% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.15% | 15.59% |
| Sharp | 0.7% | 0.57% |
| Beta | 0.87% | 0.77% |
| Alpha | -1.11% | -2.16% |
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 | 8.26 | 6.04 |
| Small Cap | 77.11 | 72.15 |
| Mid Cap | 12.37 | 15.15 |
| Large Cap | 2.26 | 6.65 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.78 | 3.03 |
| Consumer Defensive | 7.45 | 5.2 |
| Consumer Cyclical | 16.27 | 15.49 |
| Industrials | 17.47 | 21.89 |
| Financial Services | 21.05 | 24.54 |
| Basic Materials | 11.23 | 7.67 |
| Real Estate | 4.69 | 3.67 |
| Healthcare | 13.34 | 12.02 |
| Technology | 2.25 | 3.38 |
| Utilities | 1.48 | 1.82 |
| Communication Services | - | 1.28 |
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