Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Canara Robeco Small Cap Fund vs HSBC Small Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Small Cap Fund Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
Fund Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12982 Cr ₹16536 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 15 Feb 2019 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI BSE 250 SmallCap TRI
Turn Over 3% 15%
Expense Ratio 1.7 1.67
Manager Shridatta Bhandwaldar Venugopal Manghat
ISIN Code INF760K01JF9 INF917K01QC7
Exits Load 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 HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
1 Month -3.53% -4.54%
6 Month 13.17% 12.26%
1 Year -4.63% -5.78%
3 Year 16.94% 20.92%
5 Year 28.77% 30.6%

SIP Return Analysis

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
6 Month 3.46% 2.22%
1 Year 0.13% -4.98%
3 Year 13.61% 14.01%
5 Year 18.6% 20.28%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
1 Year 25.59% 16.64%
3 Year 31.02% 22.95%
5 Year 33.09% 16.64%

Risk Management

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
Standard Deviation 15.28% 17.95%
Sharp 0.74% 0.87%
Beta 0.77% 0.90%
Alpha -3.31% -1.55%

Fund Managers

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
Name Shridatta Bhandwaldar Venugopal Manghat
Total AUM ₹69491 Cr ₹41442 Cr
Funds Managed 12 7
Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth

Market Cap

Scheme Name

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

HSBC Small Cap Fund Regular Growth

Others 3.78 3.42
Large Cap 7.62 2.16
Small Cap 73.35 72.11
Mid Cap 15.25 22.31

Sector Allocation

Scheme Name

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

HSBC Small Cap Fund Regular Growth

Others 2.77 3.42
Energy 0.86 0.9
Utilities 1.92 -
Consumer Defensive 4.82 4.31
Financial Services 21.06 16.18
Communication Services 1.05 -
Industrials 22.83 28.92
Healthcare 12.56 7.18
Basic Materials 10.35 11.06
Consumer Cyclical 16.7 15.6
Technology 2.85 8.65
Real Estate 2.24 3.79

Top Comparisons

HDFC Balanced Advantage Fund Regular Growth HDFC Balanced Advantage Fund Regular Growth

3Y Returns19.02%

VS

360 ONE Balanced Hybrid Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth

3Y Returns0%

Compare Now

Aditya Birla Sun Life Large Cap Fund-Growth Aditya Birla Sun Life Large Cap Fund-Growth

3Y Returns15.26%

VS

LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Growth

3Y Returns11.61%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns17%

VS

Canara Robeco Focused Fund - Regular Plan - Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option

3Y Returns17.94%

Compare Now

Kotak Aggressive Hybrid Fund - Growth Kotak Aggressive Hybrid Fund - Growth

3Y Returns15.28%

VS

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

3Y Returns11.38%

Compare Now
Add to Cart Successfully