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) | ₹35245 Cr | ₹12588 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Sep 2009 | 15 Feb 2019 |
Category | Small Cap | Small Cap |
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 | 3.94% | 3.34% |
6 Month | 17.52% | 20.31% |
1 Year | -6.41% | -6.45% |
3 Year | 15.14% | 15.82% |
5 Year | 23.46% | 26.71% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.02% | 3.54% |
1 Year | 7.75% | 7.56% |
3 Year | 13.64% | 14.65% |
5 Year | 16.84% | 18.64% |
Rolling Lumpsum Returns
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.34% | 25.59% |
3 Year | 23.66% | 31.02% |
5 Year | 22.84% | 33.09% |
Risk Management
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.59% | 15.51% |
Sharp | 0.66% | 0.56% |
Beta | 0.69% | 0.78% |
Alpha | -2.11% | -3.55% |
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 | 18.88 | 4.38 |
Small Cap | 79.51 | 73.01 |
Mid Cap | 1.61 | 14.93 |
Large Cap | - | 7.69 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 16.66 | 3.34 |
Consumer Defensive | 4.29 | 5.05 |
Financial Services | 13.47 | 20.93 |
Basic Materials | 13.73 | 9.85 |
Consumer Cyclical | 19.12 | 16.66 |
Industrials | 26 | 22.55 |
Communication Services | 1.44 | 1.06 |
Technology | 1.19 | 3.28 |
Utilities | 0.23 | 1.79 |
Real Estate | 1.26 | 2.09 |
Healthcare | 2.6 | 12.53 |
Energy | - | 0.86 |
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