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) | ₹12858 Cr | ₹16041 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 | 0.99% | 0.89% |
| 6 Month | 5.32% | 4.9% |
| 1 Year | 0.44% | -3.21% |
| 3 Year | 16.44% | 19.56% |
| 5 Year | 26.34% | 28.32% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.14% | -1.51% |
| 1 Year | 7.44% | 2.9% |
| 3 Year | 12.27% | 11.89% |
| 5 Year | 16.36% | 17.64% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.15% | 15.57% |
| 3 Year | 30.51% | 22.55% |
| 5 Year | 31.96% | 16.94% |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.47% | 18.19% |
| Sharp | 0.65% | 0.73% |
| Beta | 0.77% | 0.90% |
| Alpha | -2.66% | -1.74% |
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 | 4.13 | 4.62 |
| Large Cap | 7.01 | 2.09 |
| Small Cap | 73.87 | 72.7 |
| Mid Cap | 14.99 | 20.58 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.97 | 3.9 |
| Energy | 0 | 0.87 |
| Utilities | 1.85 | - |
| Consumer Defensive | 5.06 | 4.6 |
| Financial Services | 22.43 | 15.29 |
| Communication Services | 1.53 | - |
| Industrials | 22.79 | 27.42 |
| Healthcare | 13.1 | 8.27 |
| Basic Materials | 9.2 | 10.54 |
| Consumer Cyclical | 15.81 | 16.07 |
| Technology | 3.15 | 9.37 |
| Real Estate | 2.12 | 3.67 |
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