Canara Robeco Small Cap Fund vs Tata Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

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tortoise-icon Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9464 Cr ₹12324 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 1.67
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 Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month 0.83% 4.19%
6 Month 20.36% 14.27%
1 Year 40.22% 32.96%
3 Year 25.82% 22.67%
5 Year 33.21% 34.91%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 36.54% 28.88%
3 Year 34.5% 28.32%
5 Year 35.36% 32.97%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 27.86% 31.22%
3 Year 30.27% 33.66%
5 Year 27.96% 31.6%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.28% 13.8%
Sharp 1.35% 1.28%
Beta 0.67% 0.7%
Alpha 5.5% 4.67%

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Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name Chandraprakash Padiyar Shridatta Bhandwaldar
Total AUM ₹15627 Cr ₹69491 Cr
Fund Manage 3 12
Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 7.66 8.1
Small Cap 84.36 67
Mid Cap 7.98 13.59
Large Cap - 11.31

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 7.66 3.95
Pharmaceuticals & Biotechnology 5.08 -
Industrial Products 16.54 -
Leisure Services 3.28 -
Healthcare Services 4.07 -
Banks 4.78 -
Capital Markets 4.13 -
IT - Software 2.22 -
Power 0.1 -
Consumer Durables 4.02 -
IT - Hardware 1.77 -
Transport Services 2.04 -
Household Products 0.75 -
Agricultural Food & other Products 1.76 -
Auto Components 4.17 -
Diversified 3.31 -
Realty 4.93 -
Chemicals & Petrochemicals 9.99 -
Retailing 1.02 -
Transport Infrastructure 2.26 -
Fertilizers & Agrochemicals 1 -
Other Construction Materials 0.59 -
Commercial Services & Supplies 5.86 -
Industrial Manufacturing 2.04 -
Textiles & Apparels 2.34 -
Ferrous Metals 1.36 -
Beverages 2.93 -
Energy - 4.08
Consumer Staples - 6.36
Financial - 16.21
Healthcare - 9.82
Chemicals - 1.77
Services - 11.07
Consumer Discretionary - 2.45
Capital Goods - 18.31
Materials - 7.02
Technology - 5.18
Metals & Mining - 3.03
Construction - 6.96
Automobile - 3.13
Textiles - 0.66

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