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Canara Robeco Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata 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) | ₹11637 Cr | ₹12858 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 15 Feb 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 3% |
| Expense Ratio | 1.7 | 1.7 |
| Manager | Chandraprakash Padiyar | Shridatta Bhandwaldar |
| ISIN Code | INF277K015O2 | INF760K01JF9 |
| Exits Load | Tata 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 | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.03% | 2.67% |
| 6 Month | 9.83% | 12.1% |
| 1 Year | -9.15% | -2.51% |
| 3 Year | 19.37% | 16.72% |
| 5 Year | 29.34% | 28.21% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.46% | -0.53% |
| 1 Year | 5.74% | 5.95% |
| 3 Year | 14.15% | 12.07% |
| 5 Year | 19.11% | 16.45% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.4% | 24.84% |
| 3 Year | 28.5% | 30.69% |
| 5 Year | 30.65% | 32.65% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.07% | 15.47% |
| Sharp | 0.80% | 0.65% |
| Beta | 0.76% | 0.77% |
| Alpha | 0.09% | -2.66% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Chandraprakash Padiyar | Shridatta Bhandwaldar |
| Total AUM | ₹15627 Cr | ₹69491 Cr |
| Funds Managed | 3 | 12 |
| Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.27 | 4.13 |
| Small Cap | 76.22 | 73.87 |
| Mid Cap | 6.51 | 14.99 |
| Large Cap | - | 7.01 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.94 | 2.97 |
| Industrials | 24.95 | 22.79 |
| Healthcare | 7.47 | 13.1 |
| Basic Materials | 19.12 | 9.2 |
| Consumer Cyclical | 17.32 | 15.81 |
| Financial Services | 4.77 | 22.43 |
| Technology | 6.74 | 3.15 |
| Utilities | 1.19 | 1.85 |
| Real Estate | 4.7 | 2.12 |
| Consumer Defensive | 1.79 | 5.06 |
| Energy | - | 0 |
| Communication Services | - | 1.53 |
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