HDFC Small Cap Fund vs Canara Robeco Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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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 HDFC Small Cap Fund - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund HDFC Small Cap Fund - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹33504 Cr ₹12324 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 Index NIFTY SMALLCAP 250 TRI
Turn Over 10.02% 3%
Expense Ratio 1.57 1.67
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 - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month -4.79% 3.34%
6 Month 7.13% 19.3%
1 Year 23.93% 31.52%
3 Year 21.78% 22.86%
5 Year 28.45% 34.55%

SIP Return Analysis

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

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 17.25% 31.22%
3 Year 19.58% 33.66%
5 Year 16.73% 31.6%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 15.17% 13.8%
Sharp 1.2% 1.28%
Beta 0.8% 0.7%
Alpha 4% 4.67%

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Fund Managers

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

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 6.79 8.1
Small Cap 81.19 67
Large Cap 3.89 11.31
Mid Cap 8.13 13.59

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 6.79 3.95
Commercial Services & Supplies 10.2 -
Transport Services 7.22 -
Banks 8.48 -
Entertainment 2.23 -
Consumer Durables 6.43 -
Healthcare Services 7.32 -
Fertilizers & Agrochemicals 3.13 -
Ferrous Metals 2.16 -
Construction 7.06 6.96
Power 0.43 -
Chemicals & Petrochemicals 1.8 -
Industrial Products 4.99 -
Leisure Services 1.56 -
IT - Services 0.19 -
Beverages 0.73 -
Auto Components 7.57 -
Media 0.57 -
Agricultural, Commercial & Construction Vehicles 0.27 -
IT - Software 4 -
Industrial Manufacturing 1.49 -
Pharmaceuticals & Biotechnology 4.06 -
Electrical Equipment 3 -
Retailing 2.02 -
Transport Infrastructure 0.52 -
Personal Products 1.31 -
Other Utilities 0.79 -
Finance 0.72 -
Capital Markets 1.21 -
Textiles & Apparels 1.75 -
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
Automobile - 3.13
Textiles - 0.66

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