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 | -1.43% | 0.83% |
| 6 Month | 0.72% | 4.35% |
| 1 Year | -6.94% | 1.19% |
| 3 Year | 18.15% | 16.64% |
| 5 Year | 26.77% | 26.15% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.94% | -0.7% |
| 1 Year | -2.33% | 7.72% |
| 3 Year | 10.88% | 12.34% |
| 5 Year | 16.95% | 16.39% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.31% | 24.15% |
| 3 Year | 28.33% | 30.51% |
| 5 Year | 30.21% | 31.96% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.07% | 15.47% |
| Sharp | 0.80% | 0.65% |
| Beta | 0.76% | 0.77% |
| Alpha | 0.09% | -2.66% |
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 | 4.72 |
| Small Cap | 74.45 | 73.36 |
| Mid Cap | 7.36 | 15.08 |
| Large Cap | - | 6.84 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 12.98 | 3.15 |
| Industrials | 25.91 | 21.77 |
| Healthcare | 5.46 | 12.78 |
| Basic Materials | 18.09 | 9.5 |
| Consumer Cyclical | 17.84 | 15.27 |
| Financial Services | 5.66 | 23.57 |
| Technology | 6.66 | 3.17 |
| Utilities | 1.2 | 1.9 |
| Real Estate | 4.44 | 2.23 |
| Consumer Defensive | 1.77 | 5.19 |
| Communication Services | - | 1.47 |
Top Comparisons
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns9.1%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.55%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns20.03%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.69%
ICICI Prudential Quant Fund Growth
3Y Returns16.91%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns22.38%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns19.8%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns19.07%