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) | ₹13285 Cr | ₹16548 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 | -2.12% | -2.55% |
| 6 Month | 0.71% | -1.62% |
| 1 Year | -6% | -10.64% |
| 3 Year | 14.79% | 17.5% |
| 5 Year | 24.53% | 25.77% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.95% | -1.86% |
| 1 Year | 6.96% | 3.45% |
| 3 Year | 11.56% | 11.12% |
| 5 Year | 15.93% | 17.3% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24% | 15.44% |
| 3 Year | 30.45% | 22.47% |
| 5 Year | 31.65% | 17.01% |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.47% | 18.19% |
| Sharp | 0.65% | 0.73% |
| Beta | 0.77% | 0.90% |
| Alpha | -2.66% | -1.74% |
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 | 4.72 | 4.05 |
| Small Cap | 73.36 | 74.12 |
| Mid Cap | 15.08 | 19.76 |
| Large Cap | 6.84 | 2.07 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.15 | 2.62 |
| Utilities | 1.9 | - |
| Consumer Defensive | 5.19 | 4.58 |
| Financial Services | 23.57 | 17.59 |
| Communication Services | 1.47 | - |
| Industrials | 21.77 | 26.38 |
| Healthcare | 12.78 | 8.77 |
| Basic Materials | 9.5 | 8.97 |
| Consumer Cyclical | 15.27 | 15.98 |
| Technology | 3.17 | 10.38 |
| Real Estate | 2.23 | 3.91 |
| Energy | - | 0.82 |
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