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Canara Robeco Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund Regular Growth

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tortoise-icon Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹36353 Cr ₹12982 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 -1.05% -3.66%
6 Month 19.41% 14.05%
1 Year 2.33% -4.37%
3 Year 24.5% 16.9%
5 Year 30.74% 28.93%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund Regular Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month 7.54% 3.46%
1 Year 9.68% 0.13%
3 Year 18.16% 13.61%
5 Year 22.21% 18.6%

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 15.41% 15.28%
Sharp 1.16% 0.74%
Beta 0.78% 0.77%
Alpha 3.15% -3.31%

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 3.78
Small Cap 78.55 73.35
Mid Cap 8.23 15.25
Large Cap 3.74 7.62

Sector Allocation

Scheme Name

HDFC Small Cap Fund Regular Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 8.93 2.77
Industrials 23.59 22.83
Consumer Cyclical 18.21 16.7
Consumer Defensive 2.24 4.82
Financial Services 11.31 21.06
Communication Services 1.75 1.05
Healthcare 12.61 12.56
Basic Materials 7.92 10.35
Utilities 0.36 1.92
Technology 13.07 2.85
Energy - 0.86
Real Estate - 2.24

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