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HSBC Small Cap Fund vs Canara Robeco Small Cap Fund compare

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

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tortoise-icon HSBC Small Cap Fund Regular Growth

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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) ₹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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