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) | ₹5330 Cr | ₹13060 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 | -3.23% | -3.14% |
| 6 Month | -1.44% | -2.64% |
| 1 Year | -7.29% | -9.18% |
| 3 Year | 18.41% | 14.42% |
| 5 Year | 23.99% | 23.13% |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.88% | -2.17% |
| 1 Year | 7% | 5.76% |
| 3 Year | 13.15% | 10.38% |
| 5 Year | 17.01% | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 24.64% | 23.69% |
| 3 Year | 27.85% | 30.32% |
| 5 Year | 31.03% | 31.55% |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.96% | 15.59% |
| Sharp | 0.79% | 0.57% |
| Beta | 0.79% | 0.77% |
| Alpha | 1.21% | -2.16% |
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 | 3.95 | 6.04 |
| Small Cap | 73.3 | 72.15 |
| Mid Cap | 22.75 | 15.15 |
| Large Cap | - | 6.65 |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.51 | 3.03 |
| Utilities | 0 | 1.82 |
| Consumer Defensive | 5.56 | 5.2 |
| Consumer Cyclical | 18.74 | 15.49 |
| Healthcare | 11.23 | 12.02 |
| Financial Services | 23.14 | 24.54 |
| Basic Materials | 14.63 | 7.67 |
| Real Estate | 2.08 | 3.67 |
| Energy | 0 | - |
| Technology | 7.38 | 3.38 |
| Industrials | 14.72 | 21.89 |
| Communication Services | - | 1.28 |
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