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) | ₹5134 Cr | ₹13104 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 | -3.28% | -3.21% |
6 Month | 7.06% | 5.56% |
1 Year | -5.87% | -4.7% |
3 Year | 18.34% | 17.09% |
5 Year | 26.63% | 30.82% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.88% | 9.84% |
1 Year | 10.35% | 8.57% |
3 Year | 18.25% | 17.33% |
5 Year | 18.57% | 21.25% |
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 | 17.64% | 15.88% |
Sharp | 0.94% | 0.95% |
Beta | 0.88% | 0.79% |
Alpha | -3.37% | -2.80% |
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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 | 7.2 | 4.75 |
Small Cap | 77.76 | 70.32 |
Mid Cap | 11.74 | 16.53 |
Large Cap | 3.3 | 8.4 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.76 | 3.68 |
Consumer Defensive | 7.29 | 4.52 |
Consumer Cyclical | 17.94 | 16 |
Industrials | 19.63 | 24.64 |
Technology | 2.32 | 2.13 |
Financial Services | 18.29 | 22.2 |
Basic Materials | 12.33 | 10.13 |
Healthcare | 10.28 | 10.07 |
Utilities | 1.47 | 1.75 |
Real Estate | 4.68 | 2.2 |
Energy | - | 1.61 |
Communication Services | - | 1.06 |
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