Canara Robeco Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹36294 Cr | ₹12588 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Apr 2008 | 15 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 10.02% | 3% |
Expense Ratio | 1.57 | 1.7 |
Manager | Dhruv Muchhal | Shridatta Bhandwaldar |
ISIN Code | INF179KA1RZ8 | INF760K01JF9 |
Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.99% | 3.34% |
6 Month | 26.96% | 20.31% |
1 Year | 0.3% | -6.45% |
3 Year | 23.16% | 15.82% |
5 Year | 29.66% | 26.71% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.65% | 3.54% |
1 Year | 18.5% | 7.56% |
3 Year | 19.59% | 14.65% |
5 Year | 22.66% | 18.64% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.84% | 25.59% |
3 Year | 19.76% | 31.02% |
5 Year | 17.3% | 33.09% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.29% | 15.51% |
Sharp | 0.99% | 0.56% |
Beta | 0.76% | 0.78% |
Alpha | 3.13% | -3.55% |
Fund Managers
Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Shridatta Bhandwaldar |
Total AUM | ₹520687 Cr | ₹69491 Cr |
Funds Managed | 40 | 12 |
HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.49 | 4.38 |
Small Cap | 78.55 | 73.01 |
Mid Cap | 8.23 | 14.93 |
Large Cap | 3.74 | 7.69 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.93 | 3.34 |
Industrials | 23.59 | 22.55 |
Consumer Cyclical | 18.21 | 16.66 |
Consumer Defensive | 2.24 | 5.05 |
Financial Services | 11.31 | 20.93 |
Communication Services | 1.75 | 1.06 |
Healthcare | 12.61 | 12.53 |
Basic Materials | 7.92 | 9.85 |
Utilities | 0.36 | 1.79 |
Technology | 13.07 | 3.28 |
Energy | - | 0.86 |
Real Estate | - | 2.09 |
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