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) | ₹38020 Cr | ₹13060 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 | -0.79% | 0.68% |
| 6 Month | 1.79% | -0.95% |
| 1 Year | 0.34% | -4.01% |
| 3 Year | 22.77% | 17.47% |
| 5 Year | 25.17% | 23.83% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.48% | -3.1% |
| 1 Year | 6.45% | 2.27% |
| 3 Year | 12.55% | 9.81% |
| 5 Year | 17.99% | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.77% | 23.69% |
| 3 Year | 20% | 30.32% |
| 5 Year | 17.7% | 31.55% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.43% | 15.59% |
| Sharp | 0.88% | 0.57% |
| Beta | 0.76% | 0.77% |
| Alpha | 2.62% | -2.16% |
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 | 11.69 | 6.04 |
| Small Cap | 73.73 | 72.15 |
| Mid Cap | 8.91 | 15.15 |
| Large Cap | 5.67 | 6.65 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.01 | 3.03 |
| Industrials | 20.79 | 21.89 |
| Consumer Cyclical | 18.73 | 15.49 |
| Consumer Defensive | 3.66 | 5.2 |
| Financial Services | 12.58 | 24.54 |
| Communication Services | 1.63 | 1.28 |
| Healthcare | 11.87 | 12.02 |
| Basic Materials | 6.86 | 7.67 |
| Technology | 12.89 | 3.38 |
| Utilities | - | 1.82 |
| Real Estate | - | 3.67 |
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