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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 | Average | Very High |
| Asset Size (Cr) | ₹11410 Cr | ₹13060 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 15 Feb 2019 |
| Category | Small Cap | Small Cap |
| 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 | 1.98% | 2.06% |
| 6 Month | -9.88% | -3.93% |
| 1 Year | -11.17% | -3.07% |
| 3 Year | 15.45% | 15.79% |
| 5 Year | 22.32% | 21.69% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.59% | 0.03% |
| 1 Year | -4.92% | 8.42% |
| 3 Year | 7.12% | 10.57% |
| 5 Year | 14.26% | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.5% | 23.26% |
| 3 Year | 28.1% | 30.17% |
| 5 Year | 29.63% | 30.93% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.28% | 13.8% |
| Sharp | 0.61% | 0.67% |
| Beta | 0.76% | 0.76% |
| Alpha | -2.01% | -1.74% |
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 | 14.24 | 9.71 |
| Small Cap | 78.23 | 68.17 |
| Mid Cap | 7.53 | 16.08 |
| Large Cap | - | 6.04 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.49 | 1.76 |
| Industrials | 29.57 | 22.62 |
| Healthcare | 5.62 | 11.51 |
| Basic Materials | 17.36 | 7.86 |
| Consumer Cyclical | 18.1 | 14.98 |
| Financial Services | 6.02 | 25.54 |
| Technology | 6.53 | 3.95 |
| Utilities | 1.24 | 1.76 |
| Real Estate | 4.12 | 3.5 |
| Consumer Defensive | 1.96 | 5.14 |
| Communication Services | - | 1.39 |
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