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) | ₹13104 Cr | ₹16909 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 | -1.93% | -2.26% |
6 Month | 6.95% | 4.78% |
1 Year | -4.03% | -6.44% |
3 Year | 17.91% | 22.46% |
5 Year | 31.18% | 33.8% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 9.84% | 9.89% |
1 Year | 8.57% | 5.85% |
3 Year | 17.33% | 18.96% |
5 Year | 21.25% | 23.54% |
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 | 15.88% | 18.19% |
Sharp | 0.95% | 1.06% |
Beta | 0.79% | 0.90% |
Alpha | -2.80% | -1.28% |
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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 | 4.75 | 3.42 |
Large Cap | 8.4 | 2.16 |
Small Cap | 70.32 | 72.11 |
Mid Cap | 16.53 | 22.31 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 3.68 | 3.42 |
Energy | 1.61 | 0.9 |
Utilities | 1.75 | - |
Consumer Defensive | 4.52 | 4.31 |
Financial Services | 22.2 | 16.18 |
Communication Services | 1.06 | - |
Industrials | 24.64 | 28.92 |
Healthcare | 10.07 | 7.18 |
Basic Materials | 10.13 | 11.06 |
Consumer Cyclical | 16 | 15.6 |
Technology | 2.13 | 8.65 |
Real Estate | 2.2 | 3.79 |
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