Canara Robeco Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12858 Cr | ₹3341 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 15 Feb 2019 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 3% | 22% |
| Expense Ratio | 1.7 | 1.97 |
| Manager | Shridatta Bhandwaldar | Rohit Seksaria |
| ISIN Code | INF760K01JF9 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.35% | 3.29% |
| 6 Month | 11.2% | 14.92% |
| 1 Year | -3.33% | 1.62% |
| 3 Year | 16.54% | 20.75% |
| 5 Year | 27.8% | 27.58% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.51% | 2.95% |
| 1 Year | 10.63% | 16.44% |
| 3 Year | 14.32% | 17.75% |
| 5 Year | 18.08% | 19.71% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.84% | 14.64% |
| 3 Year | 30.69% | 18.25% |
| 5 Year | 32.65% | 15.68% |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.44% | 14.09% |
| Sharp | 0.62% | 0.87% |
| Beta | 0.78% | 0.77% |
| Alpha | -3.19% | 0.62% |
Fund Managers
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Shridatta Bhandwaldar | Rohit Seksaria |
| Total AUM | ₹69491 Cr | ₹0 Cr |
| Funds Managed | 12 | 15 |
| Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.13 | 8.28 |
| Large Cap | 7.01 | 5.92 |
| Small Cap | 73.87 | 84.1 |
| Mid Cap | 14.99 | 1.7 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 6.01 |
| Energy | 0 | - |
| Utilities | 1.85 | 1.14 |
| Consumer Defensive | 5.06 | 2.7 |
| Financial Services | 22.43 | 18.08 |
| Communication Services | 1.53 | 5.47 |
| Industrials | 22.79 | 18.55 |
| Healthcare | 13.1 | 12.08 |
| Basic Materials | 9.2 | 7.98 |
| Consumer Cyclical | 15.81 | 21.13 |
| Technology | 3.15 | 4.45 |
| Real Estate | 2.12 | 2.41 |
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