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Canara Robeco Small Cap Fund vs SBI Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹35585 Cr | ₹12858 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2009 | 15 Feb 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 3% |
| Expense Ratio | 1.58 | 1.7 |
| Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
| ISIN Code | INF200K01T28 | INF760K01JF9 |
| Exits Load | SBI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.31% | 2.67% |
| 6 Month | 10.15% | 12.1% |
| 1 Year | -2.66% | -2.51% |
| 3 Year | 14.98% | 16.72% |
| 5 Year | 24.36% | 28.21% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.17% | -0.53% |
| 1 Year | 5.1% | 5.95% |
| 3 Year | 10.9% | 12.07% |
| 5 Year | 14.61% | 16.45% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.17% | 24.84% |
| 3 Year | 23.56% | 30.69% |
| 5 Year | 22.92% | 32.65% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.59% | 15.47% |
| Sharp | 0.6% | 0.65% |
| Beta | 0.69% | 0.77% |
| Alpha | -3.12% | -2.66% |
Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Shridatta Bhandwaldar |
| Total AUM | ₹434274 Cr | ₹69491 Cr |
| Funds Managed | 43 | 12 |
| SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 20.55 | 4.13 |
| Small Cap | 77.7 | 73.87 |
| Mid Cap | 1.74 | 14.99 |
| Large Cap | - | 7.01 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.14 | 2.97 |
| Consumer Defensive | 3.9 | 5.06 |
| Financial Services | 13.4 | 22.43 |
| Basic Materials | 13.08 | 9.2 |
| Consumer Cyclical | 20.26 | 15.81 |
| Industrials | 26.03 | 22.79 |
| Communication Services | 1.38 | 1.53 |
| Technology | 1.04 | 3.15 |
| Utilities | 0.23 | 1.85 |
| Real Estate | 1.12 | 2.12 |
| Healthcare | 2.42 | 13.1 |
| Energy | - | 0 |
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