HSBC Small Cap Fund vs Canara Robeco Small Cap Fund compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12588 Cr | ₹16536 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 15 Feb 2019 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 3% | 15% |
Expense Ratio | 1.7 | 1.67 |
Manager | Shridatta Bhandwaldar | Venugopal Manghat |
ISIN Code | INF760K01JF9 | INF917K01QC7 |
Exits Load | 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 3.34% | 4.86% |
6 Month | 20.31% | 20.72% |
1 Year | -6.45% | -8.1% |
3 Year | 15.82% | 19.91% |
5 Year | 26.71% | 29.29% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 3.54% | 3.74% |
1 Year | 7.56% | 5.14% |
3 Year | 14.65% | 15.77% |
5 Year | 18.64% | 20.76% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 25.59% | 16.64% |
3 Year | 31.02% | 22.95% |
5 Year | 33.09% | 16.64% |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.51% | 18.19% |
Sharp | 0.56% | 0.68% |
Beta | 0.78% | 0.91% |
Alpha | -3.55% | -1.90% |
Fund Managers
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | Shridatta Bhandwaldar | Venugopal Manghat |
Total AUM | ₹69491 Cr | ₹41442 Cr |
Funds Managed | 12 | 7 |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 4.38 | 3.42 |
Large Cap | 7.69 | 2.16 |
Small Cap | 73.01 | 72.11 |
Mid Cap | 14.93 | 22.31 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 3.34 | 3.42 |
Energy | 0.86 | 0.9 |
Utilities | 1.79 | - |
Consumer Defensive | 5.05 | 4.31 |
Financial Services | 20.93 | 16.18 |
Communication Services | 1.06 | - |
Industrials | 22.55 | 28.92 |
Healthcare | 12.53 | 7.18 |
Basic Materials | 9.85 | 11.06 |
Consumer Cyclical | 16.66 | 15.6 |
Technology | 3.28 | 8.65 |
Real Estate | 2.09 | 3.79 |
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