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Aditya Birla Sun Life Small Cap Fund vs Canara Robeco Small Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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

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Chart Comparison

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

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

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