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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) | ₹11576 Cr | ₹12982 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 | -3.64% | -4.06% |
| 6 Month | 17.1% | 16.46% |
| 1 Year | -6.36% | -8.16% |
| 3 Year | 21.3% | 15.36% |
| 5 Year | 28.63% | 26.68% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.34% | 1.03% |
| 1 Year | 0.97% | -0.7% |
| 3 Year | 16.24% | 12.65% |
| 5 Year | 21.3% | 17.98% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.17% | 25.59% |
| 3 Year | 28.72% | 31.02% |
| 5 Year | 31.28% | 33.09% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.98% | 15.28% |
| Sharp | 1.09% | 0.74% |
| Beta | 0.77% | 0.77% |
| Alpha | 2.78% | -3.31% |
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 | 12.11 | 3.78 |
| Small Cap | 81.63 | 73.35 |
| Mid Cap | 6.26 | 15.25 |
| Large Cap | - | 7.62 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.62 | 2.77 |
| Healthcare | 9.72 | 12.56 |
| Basic Materials | 19.78 | 10.35 |
| Consumer Cyclical | 18.21 | 16.7 |
| Financial Services | 4.82 | 21.06 |
| Technology | 4.63 | 2.85 |
| Utilities | 0.92 | 1.92 |
| Real Estate | 4.11 | 2.24 |
| Industrials | 25.55 | 22.83 |
| Consumer Defensive | 2.62 | 4.82 |
| Energy | - | 0.86 |
| Communication Services | - | 1.05 |
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