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) | ₹12858 Cr | ₹15886 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 | -1.77% | -2.83% |
6 Month | 9.83% | 9.82% |
1 Year | -6.89% | -10.49% |
3 Year | 16.75% | 19.92% |
5 Year | 27.67% | 30% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 1.42% | 0.16% |
1 Year | 8.4% | 4.15% |
3 Year | 13.59% | 13.68% |
5 Year | 17.58% | 19.14% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 24.84% | 15.99% |
3 Year | 30.69% | 22.74% |
5 Year | 32.65% | 16.77% |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.44% | 18.17% |
Sharp | 0.62% | 0.69% |
Beta | 0.78% | 0.91% |
Alpha | -3.19% | -2.37% |
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 | 4.13 | 4.62 |
Large Cap | 7.01 | 2.09 |
Small Cap | 73.87 | 72.7 |
Mid Cap | 14.99 | 20.58 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 2.97 | 3.9 |
Energy | 0 | 0.87 |
Utilities | 1.85 | - |
Consumer Defensive | 5.06 | 4.6 |
Financial Services | 22.43 | 15.29 |
Communication Services | 1.53 | - |
Industrials | 22.79 | 27.42 |
Healthcare | 13.1 | 8.27 |
Basic Materials | 9.2 | 10.54 |
Consumer Cyclical | 15.81 | 16.07 |
Technology | 3.15 | 9.37 |
Real Estate | 2.12 | 3.67 |
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