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) | ₹10529 Cr | ₹12370 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 | 3.97% | 4.66% |
6 Month | -3.74% | -1.28% |
1 Year | 1.89% | 0.13% |
3 Year | 27.52% | 22.46% |
5 Year | 33.68% | 33.68% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 12.03% | 13.47% |
1 Year | 8.07% | 11.71% |
3 Year | 21% | 18.7% |
5 Year | 24.68% | 22.4% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 26.47% | 27.39% |
3 Year | 29.12% | 31.71% |
5 Year | 29.64% | 32.73% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.37% | 16.23% |
Sharp | 1.05% | 0.73% |
Beta | 0.76% | 0.79% |
Alpha | 2.45% | -3.42% |
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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 | 10.04 | 5.59 |
Small Cap | 82.33 | 67.91 |
Mid Cap | 7.63 | 17.21 |
Large Cap | - | 9.28 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.96 | 5.59 |
Healthcare | 9.5 | 10.44 |
Basic Materials | 19.19 | 10.1 |
Consumer Cyclical | 16.26 | 15.92 |
Financial Services | 8.31 | 20.71 |
Technology | 4.34 | 1.34 |
Utilities | 0.96 | 1.14 |
Real Estate | 3.44 | 2.28 |
Industrials | 24.46 | 25.16 |
Consumer Defensive | 3.58 | 4.45 |
Energy | - | 1.88 |
Communication Services | - | 0.98 |
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