HDFC Small Cap Fund vs Canara Robeco Small Cap Fund compare

HDFC Small Cap Fund vs Canara Robeco Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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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	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund	HDFC 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)	₹38020 Cr	₹13060 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	03 Apr 2008	15 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	10.02%	3%
Expense Ratio	1.57	1.7
Manager	Dhruv Muchhal	Shridatta Bhandwaldar
ISIN Code	INF179KA1RZ8	INF760K01JF9
Exits Load	HDFC Small Cap Fund - 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	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month	-4.12%	-3.68%
6 Month	0.13%	-2.84%
1 Year	-4.47%	-9.69%
3 Year	19.58%	14.48%
5 Year	24.96%	23.22%

SIP Return Analysis

Scheme Name	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month	-2.75%	-2.17%
1 Year	9.22%	5.76%
3 Year	13%	10.38%
5 Year	17.94%	14.78%

Rolling Lumpsum Returns

Scheme Name	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year	14.92%	23.8%
3 Year	20.01%	30.4%
5 Year	17.67%	31.59%

Risk Management

Scheme Name	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	15.43%	15.59%
Sharp	0.88%	0.57%
Beta	0.76%	0.77%
Alpha	2.62%	-2.16%

Fund Managers

Scheme Name	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Shridatta Bhandwaldar
Total AUM	₹520687 Cr	₹69491 Cr
Funds Managed	40	12
	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Others	11.69	6.04
Small Cap	73.73	72.15
Mid Cap	8.91	15.15
Large Cap	5.67	6.65

Sector Allocation

Scheme Name	HDFC Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Others	11.01	3.03
Industrials	20.79	21.89
Consumer Cyclical	18.73	15.49
Consumer Defensive	3.66	5.2
Financial Services	12.58	24.54
Communication Services	1.63	1.28
Healthcare	11.87	12.02
Basic Materials	6.86	7.67
Technology	12.89	3.38
Utilities	-	1.82
Real Estate	-	3.67

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