Canara Robeco Small Cap Fund vs Axis 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 | 0.47% | 1.11% |
| 6 Month | 10.79% | 11.15% |
| 1 Year | -5.59% | 0.52% |
| 3 Year | 16.03% | 18.99% |
| 5 Year | 26.96% | 25.36% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.09% | 2.68% |
| 1 Year | 11.2% | 13.56% |
| 3 Year | 13.92% | 16.87% |
| 5 Year | 17.49% | 18.77% |
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 | 15.47% | 11.78% |
| Sharp | 0.65% | 0.85% |
| Beta | 0.77% | 0.7% |
| Alpha | -2.66% | 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 | 0.62 |
| Large Cap | 7.01 | 14.13 |
| Small Cap | 73.87 | 66.35 |
| Mid Cap | 14.99 | 18.9 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.97 | 10.81 |
| Energy | 0 | - |
| Utilities | 1.85 | - |
| Consumer Defensive | 5.06 | - |
| Financial Services | 22.43 | - |
| Communication Services | 1.53 | - |
| Industrials | 22.79 | - |
| Healthcare | 13.1 | - |
| Basic Materials | 9.2 | - |
| Consumer Cyclical | 15.81 | - |
| Technology | 3.15 | - |
| Real Estate | 2.12 | - |
| Gas | - | 0.58 |
| Capital Markets | - | 5.11 |
| Auto Components | - | 5.97 |
| IT - Services | - | 1.68 |
| Pharmaceuticals & Biotechnology | - | 6.66 |
| Electrical Equipment | - | 2.96 |
| Retailing | - | 1.18 |
| Banks | - | 4.3 |
| Non - Ferrous Metals | - | 0.42 |
| Healthcare Services | - | 6.06 |
| Chemicals & Petrochemicals | - | 8.22 |
| Paper, Forest & Jute Products | - | 0.15 |
| IT - Software | - | 2.48 |
| Industrial Manufacturing | - | 3.44 |
| Aerospace & Defense | - | 1.29 |
| Diversified Metals | - | 0.22 |
| Transport Services | - | 0.43 |
| Textiles & Apparels | - | 0.7 |
| Agricultural Food & other Products | - | 3.1 |
| Industrial Products | - | 5.74 |
| Consumer Durables | - | 4.66 |
| Finance | - | 7.36 |
| Construction | - | 2.97 |
| Realty | - | 4.25 |
| Agricultural, Commercial & Construction Vehicles | - | 0.13 |
| Household Products | - | 1.19 |
| Financial Technology (Fintech) | - | 1.57 |
| Leisure Services | - | 1.86 |
| Food Products | - | 0.98 |
| Cement & Cement Products | - | 1.81 |
| Commercial Services & Supplies | - | 0.47 |
| Cigarettes & Tobacco Products | - | 0.19 |
| Beverages | - | 0.62 |
| Insurance | - | 0.44 |
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