Canara Robeco Small Cap Fund vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5057 Cr | ₹12858 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Feb 2019 | 15 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | 3% |
| Expense Ratio | 1.84 | 1.7 |
| Manager | Trideep Bhattacharya | Shridatta Bhandwaldar |
| ISIN Code | INF754K01JJ4 | INF760K01JF9 |
| Exits Load | Edelweiss 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 | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.49% | 2.35% |
| 6 Month | 11.58% | 11.2% |
| 1 Year | -1.3% | -3.33% |
| 3 Year | 20.25% | 16.54% |
| 5 Year | 28.69% | 27.8% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.97% | 1.51% |
| 1 Year | 9.6% | 10.63% |
| 3 Year | 16.71% | 14.32% |
| 5 Year | 19.74% | 18.08% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.11% | 24.84% |
| 3 Year | 28.51% | 30.69% |
| 5 Year | 32.22% | 32.65% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.87% | 15.44% |
| Sharp | 0.81% | 0.62% |
| Beta | 0.80% | 0.78% |
| Alpha | -0.32% | -3.19% |
Fund Managers
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Trideep Bhattacharya | Shridatta Bhandwaldar |
| Total AUM | ₹0 Cr | ₹69491 Cr |
| Funds Managed | 9 | 12 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.78 | 4.13 |
| Small Cap | 73.32 | 73.87 |
| Mid Cap | 23.9 | 14.99 |
| Large Cap | - | 7.01 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.68 | 2.97 |
| Utilities | 1.03 | 1.85 |
| Consumer Defensive | 5.89 | 5.06 |
| Consumer Cyclical | 19.37 | 15.81 |
| Technology | 7.75 | 3.15 |
| Healthcare | 12 | 13.1 |
| Financial Services | 18.49 | 22.43 |
| Basic Materials | 15.33 | 9.2 |
| Industrials | 15.68 | 22.79 |
| Energy | 0.71 | 0 |
| Real Estate | 1.06 | 2.12 |
| Communication Services | - | 1.53 |
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