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) | ₹13060 Cr | ₹26769 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 | 0.68% | -0.27% |
| 6 Month | -0.95% | -0.63% |
| 1 Year | -4.01% | -1.1% |
| 3 Year | 17.47% | 19.51% |
| 5 Year | 23.83% | 22.15% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.1% | -2.95% |
| 1 Year | 2.27% | 3.18% |
| 3 Year | 9.81% | 12.31% |
| 5 Year | 14.78% | 16.04% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 23.69% | 16.71% |
| 3 Year | 30.32% | 19.3% |
| 5 Year | 31.55% | 20.5% |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.59% | 11.78% |
| Sharp | 0.57% | 0.84% |
| Beta | 0.77% | 0.7% |
| Alpha | -2.16% | 1.26% |
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 | 6.04 | 13.75 |
| Small Cap | 72.15 | 68.75 |
| Mid Cap | 15.15 | 12.38 |
| Large Cap | 6.65 | 5.12 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.03 | 8.14 |
| Utilities | 1.82 | 0.9 |
| Consumer Defensive | 5.2 | 5.47 |
| Communication Services | 1.28 | 0.75 |
| Industrials | 21.89 | 15.57 |
| Financial Services | 24.54 | 19.23 |
| Healthcare | 12.02 | 13.34 |
| Basic Materials | 7.67 | 10.48 |
| Consumer Cyclical | 15.49 | 11.69 |
| Real Estate | 3.67 | 4.35 |
| Technology | 3.38 | 9.11 |
| Energy | - | 0.94 |
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