HDFC Small Cap Fund vs Canara Robeco Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹36353 Cr | ₹12982 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 | -2.48% | -4.5% |
6 Month | 16.29% | 12.56% |
1 Year | 3.14% | -3.94% |
3 Year | 23.83% | 16.21% |
5 Year | 31% | 29.3% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.54% | 3.46% |
1 Year | 9.68% | 0.13% |
3 Year | 18.16% | 13.61% |
5 Year | 22.21% | 18.6% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.84% | 25.59% |
3 Year | 19.76% | 31.02% |
5 Year | 17.3% | 33.09% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.41% | 15.28% |
Sharp | 1.16% | 0.74% |
Beta | 0.78% | 0.77% |
Alpha | 3.15% | -3.31% |
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 | 9.49 | 3.78 |
Small Cap | 78.55 | 73.35 |
Mid Cap | 8.23 | 15.25 |
Large Cap | 3.74 | 7.62 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.93 | 2.77 |
Industrials | 23.59 | 22.83 |
Consumer Cyclical | 18.21 | 16.7 |
Consumer Defensive | 2.24 | 4.82 |
Financial Services | 11.31 | 21.06 |
Communication Services | 1.75 | 1.05 |
Healthcare | 12.61 | 12.56 |
Basic Materials | 7.92 | 10.35 |
Utilities | 0.36 | 1.92 |
Technology | 13.07 | 2.85 |
Energy | - | 0.86 |
Real Estate | - | 2.24 |
Top Comparisons
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.39%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns12.42%
ICICI Prudential Smallcap Fund - Growth
3Y Returns18.05%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.21%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.39%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.6%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.6%