Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Small Cap Fund vs Canara Robeco Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon HSBC Small Cap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹13060 Cr ₹16203 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 -3.14% -4.76%
6 Month -2.64% -6.18%
1 Year -9.18% -16.04%
3 Year 14.42% 16.77%
5 Year 23.13% 24.17%

SIP Return Analysis

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
6 Month -2.17% -4.1%
1 Year 5.76% 0.13%
3 Year 10.38% 9.07%
5 Year 14.78% 15.62%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
1 Year 23.69% 15.24%
3 Year 30.32% 22.35%
5 Year 31.55% 17.1%

Risk Management

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund Regular Growth
Standard Deviation 15.59% 18.31%
Sharp 0.57% 0.66%
Beta 0.77% 0.90%
Alpha -2.16% -0.89%

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 6.04 4.94
Small Cap 72.15 74.91
Mid Cap 15.15 18.14
Large Cap 6.65 2.01

Sector Allocation

Scheme Name

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

HSBC Small Cap Fund Regular Growth

Others 3.03 2.15
Utilities 1.82 -
Consumer Defensive 5.2 4.24
Communication Services 1.28 -
Industrials 21.89 23.58
Financial Services 24.54 20.3
Healthcare 12.02 9.46
Basic Materials 7.67 7.05
Consumer Cyclical 15.49 17.14
Real Estate 3.67 4.6
Technology 3.38 10.63
Energy - 0.86

Top Comparisons

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns16.28%

VS

Tata Focused Fund-Regular Plan-Growth Tata Focused Fund-Regular Plan-Growth

3Y Returns13.91%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.66%

VS

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns6.54%

Compare Now

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns7.36%

VS

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.74%

Compare Now

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.89%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns7.07%

Compare Now
Add to Cart Successfully