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) | ₹13104 Cr | ₹3439 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 | -1.93% | -0.99% |
6 Month | 6.95% | 7.45% |
1 Year | -4.03% | 0.97% |
3 Year | 17.91% | 22.49% |
5 Year | 31.18% | 30.81% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.84% | 10.72% |
1 Year | 8.57% | 12.13% |
3 Year | 17.33% | 20.07% |
5 Year | 21.25% | 21.93% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 25.59% | 15.05% |
3 Year | 31.02% | 18.08% |
5 Year | 33.09% | 15.62% |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.88% | 14.09% |
Sharp | 0.95% | 1.22% |
Beta | 0.79% | 0.78% |
Alpha | -2.80% | 0.83% |
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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 | 4.75 | 6.69 |
Large Cap | 8.4 | 5.71 |
Small Cap | 70.32 | 86.01 |
Mid Cap | 16.53 | 1.59 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.68 | 5.94 |
Energy | 1.61 | - |
Utilities | 1.75 | 1.18 |
Consumer Defensive | 4.52 | 3.17 |
Financial Services | 22.2 | 19.47 |
Communication Services | 1.06 | 3.95 |
Industrials | 24.64 | 19.36 |
Healthcare | 10.07 | 12.14 |
Basic Materials | 10.13 | 8.2 |
Consumer Cyclical | 16 | 20.31 |
Technology | 2.13 | 3.61 |
Real Estate | 2.2 | 2.66 |
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