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) | ₹36828 Cr | ₹12858 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 | -0.98% | 0.98% |
| 6 Month | 12.55% | 8.92% |
| 1 Year | 4.99% | -1.8% |
| 3 Year | 22.87% | 17.02% |
| 5 Year | 29.86% | 27.54% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.77% | 1.51% |
| 1 Year | 15.41% | 10.63% |
| 3 Year | 17.53% | 14.32% |
| 5 Year | 21.22% | 18.08% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.38% | 24.84% |
| 3 Year | 19.84% | 30.69% |
| 5 Year | 17.49% | 32.65% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.30% | 15.44% |
| Sharp | 0.98% | 0.62% |
| Beta | 0.77% | 0.78% |
| Alpha | 2.46% | -3.19% |
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 | 10.74 | 4.13 |
| Small Cap | 75.89 | 73.87 |
| Mid Cap | 8.72 | 14.99 |
| Large Cap | 4.65 | 7.01 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.19 | 2.97 |
| Industrials | 22.54 | 22.79 |
| Consumer Cyclical | 19.02 | 15.81 |
| Consumer Defensive | 2.9 | 5.06 |
| Financial Services | 11.35 | 22.43 |
| Communication Services | 1.79 | 1.53 |
| Healthcare | 12.29 | 13.1 |
| Basic Materials | 7.07 | 9.2 |
| Utilities | 0 | 1.85 |
| Technology | 12.85 | 3.15 |
| Energy | - | 0 |
| Real Estate | - | 2.12 |
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