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) | ₹35696 Cr | ₹13104 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 | -2.72% | -3.21% |
6 Month | 4.43% | 5.56% |
1 Year | -7.02% | -4.7% |
3 Year | 16.92% | 17.09% |
5 Year | 27.35% | 30.82% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.22% | 9.84% |
1 Year | 6.68% | 8.57% |
3 Year | 15.61% | 17.33% |
5 Year | 18.78% | 21.25% |
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% | 15.88% |
Sharp | 1.05% | 0.95% |
Beta | 0.72% | 0.79% |
Alpha | -1.57% | -2.80% |
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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 | 19.53 | 4.75 |
Small Cap | 78.96 | 70.32 |
Mid Cap | 1.51 | 16.53 |
Large Cap | - | 8.4 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 17.44 | 3.68 |
Consumer Defensive | 4.53 | 4.52 |
Financial Services | 13.95 | 22.2 |
Basic Materials | 13.5 | 10.13 |
Consumer Cyclical | 19.26 | 16 |
Industrials | 24.69 | 24.64 |
Communication Services | 1.43 | 1.06 |
Technology | 1.29 | 2.13 |
Utilities | 0.21 | 1.75 |
Real Estate | 1.38 | 2.2 |
Healthcare | 2.33 | 10.07 |
Energy | - | 1.61 |
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