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) | ₹13102 Cr | ₹15969 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 | -4.46% | -6.38% |
| 6 Month | -5.64% | -10.12% |
| 1 Year | 5.4% | -1.26% |
| 3 Year | 15.48% | 16.88% |
| 5 Year | 22.07% | 22.7% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.31% | -10.89% |
| 1 Year | -8.96% | -17.62% |
| 3 Year | 4.89% | 1.38% |
| 5 Year | 11.59% | 11.2% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 23.17% | 15.08% |
| 3 Year | 30.13% | 22.21% |
| 5 Year | 30.65% | 17.17% |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.8% | 14.69% |
| Sharp | 0.67% | 0.71% |
| Beta | 0.76% | 0.89% |
| Alpha | -1.74% | -1.18% |
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 | 9.71 | 8.13 |
| Small Cap | 68.17 | 71.77 |
| Mid Cap | 16.08 | 18.01 |
| Large Cap | 6.04 | 2.09 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.76 | 1.11 |
| Utilities | 1.76 | - |
| Consumer Defensive | 5.14 | 4.39 |
| Communication Services | 1.39 | - |
| Industrials | 22.62 | 23.28 |
| Financial Services | 25.54 | 22.65 |
| Healthcare | 11.51 | 10 |
| Basic Materials | 7.86 | 7.84 |
| Consumer Cyclical | 14.98 | 17.27 |
| Real Estate | 3.5 | 3.01 |
| Technology | 3.95 | 9.63 |
| Energy | - | 0.82 |
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