Axis Small Cap Fund vs Canara Robeco Small Cap Fund compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12858 Cr | ₹25975 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 15 Feb 2019 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 3% | 5% |
| Expense Ratio | 1.7 | 1.61 |
| Manager | Shridatta Bhandwaldar | Shreyash Devalkar |
| ISIN Code | INF760K01JF9 | INF846K01K01 |
| Exits Load | 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 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 0.98% | -0.08% |
| 6 Month | 8.92% | 7.53% |
| 1 Year | -1.8% | 3.32% |
| 3 Year | 17.02% | 19.04% |
| 5 Year | 27.54% | 25.63% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.51% | 1.05% |
| 1 Year | 10.63% | 10.59% |
| 3 Year | 14.32% | 16.5% |
| 5 Year | 18.08% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.84% | 17.27% |
| 3 Year | 30.69% | 19.6% |
| 5 Year | 32.65% | 20.16% |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.44% | 11.78% |
| Sharp | 0.62% | 0.85% |
| Beta | 0.78% | 0.7% |
| Alpha | -3.19% | 0.23% |
Fund Managers
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Shridatta Bhandwaldar | Shreyash Devalkar |
| Total AUM | ₹69491 Cr | ₹166770 Cr |
| Funds Managed | 12 | 14 |
| Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.13 | 14.56 |
| Large Cap | 7.01 | 3.37 |
| Small Cap | 73.87 | 68.95 |
| Mid Cap | 14.99 | 13.12 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.97 | 10.82 |
| Energy | 0 | - |
| Utilities | 1.85 | 0.58 |
| Consumer Defensive | 5.06 | 5.22 |
| Financial Services | 22.43 | 17.03 |
| Communication Services | 1.53 | 0.91 |
| Industrials | 22.79 | 16.2 |
| Healthcare | 13.1 | 13.47 |
| Basic Materials | 9.2 | 11.37 |
| Consumer Cyclical | 15.81 | 11.15 |
| Technology | 3.15 | 8.99 |
| Real Estate | 2.12 | 4.25 |
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