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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) | ₹11792 Cr | ₹13285 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 | -7.01% | -3.26% |
| 6 Month | -9.58% | -3.41% |
| 1 Year | -17.3% | -10.4% |
| 3 Year | 13.81% | 13.95% |
| 5 Year | 23.38% | 23.61% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -7.96% | -1.62% |
| 1 Year | -8.9% | 5.31% |
| 3 Year | 7% | 10.42% |
| 5 Year | 14.45% | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.92% | 23.8% |
| 3 Year | 28.24% | 30.4% |
| 5 Year | 29.97% | 31.59% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.32% | 15.59% |
| Sharp | 0.59% | 0.57% |
| Beta | 0.77% | 0.77% |
| Alpha | -1.52% | -2.16% |
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 | 18.19 | 6.04 |
| Small Cap | 74.45 | 72.15 |
| Mid Cap | 7.36 | 15.15 |
| Large Cap | - | 6.65 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 12.98 | 3.03 |
| Industrials | 25.91 | 21.89 |
| Healthcare | 5.46 | 12.02 |
| Basic Materials | 18.09 | 7.67 |
| Consumer Cyclical | 17.84 | 15.49 |
| Financial Services | 5.66 | 24.54 |
| Technology | 6.66 | 3.38 |
| Utilities | 1.2 | 1.82 |
| Real Estate | 4.44 | 3.67 |
| Consumer Defensive | 1.77 | 5.2 |
| Communication Services | - | 1.28 |
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