Canara Robeco Small Cap Fund vs HSBC Small Cap Fund compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
HSBC Small Cap Fund Regular Growth
Chart Comparison
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) | ₹11528 Cr | ₹15453 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 | 7.17% | 8.56% |
6 Month | -7.34% | -10.17% |
1 Year | 2.9% | 0.54% |
3 Year | 19.89% | 24.91% |
5 Year | 34.29% | 35.97% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 9.17% | 9.47% |
1 Year | 3.51% | 2.81% |
3 Year | 17.31% | 20.2% |
5 Year | 22.18% | 25.03% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 27.39% | 17.65% |
3 Year | 31.71% | 22.67% |
5 Year | 32.73% | 16.47% |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.598% | 18.203% |
Sharp | 0.432% | 0.572% |
Beta | 0.801% | 0.882% |
Alpha | -2.868% | -0.639% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.84 | 3.74 |
Large Cap | 12 | 2.59 |
Small Cap | 67.33 | 72.68 |
Mid Cap | 16.84 | 21 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 3.8 | 6.47 |
Energy | 2.02 | 1.4 |
Consumer Defensive | 4.7 | 3.38 |
Financial Services | 20.36 | 14.59 |
Communication Services | 0.82 | - |
Industrials | 24.96 | 27.7 |
Healthcare | 11.13 | 4.47 |
Basic Materials | 10.13 | 10.53 |
Consumer Cyclical | 15.83 | 16.29 |
Technology | 2.01 | 9.98 |
Utilities | 2.11 | - |
Real Estate | 2.13 | 5.2 |
Top Comparisons
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns21.87%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns29.08%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns21.05%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns21.01%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.39%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.08%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns7.75%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.8%