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) | ₹36272 Cr | ₹13060 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 | -3.83% | -3.14% |
| 6 Month | -3.08% | -2.64% |
| 1 Year | -10.03% | -9.18% |
| 3 Year | 12.32% | 14.42% |
| 5 Year | 18.67% | 23.13% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.64% | -2.17% |
| 1 Year | 2.8% | 5.76% |
| 3 Year | 8.58% | 10.38% |
| 5 Year | 12.84% | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.64% | 23.69% |
| 3 Year | 23.4% | 30.32% |
| 5 Year | 22.94% | 31.55% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.59% | 15.59% |
| Sharp | 0.57% | 0.57% |
| Beta | 0.7% | 0.77% |
| Alpha | -2.69% | -2.16% |
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 | 20.28 | 6.04 |
| Small Cap | 78.12 | 72.15 |
| Mid Cap | 1.61 | 15.15 |
| Large Cap | - | 6.65 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.42 | 3.03 |
| Consumer Defensive | 3.86 | 5.2 |
| Financial Services | 14.82 | 24.54 |
| Basic Materials | 12.49 | 7.67 |
| Consumer Cyclical | 21.74 | 15.49 |
| Industrials | 25.37 | 21.89 |
| Technology | 2.35 | 3.38 |
| Communication Services | 1.33 | 1.28 |
| Utilities | 0.19 | 1.82 |
| Real Estate | 1.09 | 3.67 |
| Healthcare | 2.33 | 12.02 |
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