Kotak vs Canara Robeco Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹18031 Cr | ₹13104 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 24 Feb 2005 | 15 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 6.71% | 3% |
Expense Ratio | 1.65 | 1.7 |
Manager | Arjun Khanna | Shridatta Bhandwaldar |
ISIN Code | INF174K01211 | INF760K01JF9 |
Exits Load | Kotak Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.17% | 4.06% |
6 Month | 4.4% | 7.45% |
1 Year | -0.99% | 0.65% |
3 Year | 21.08% | 21.23% |
5 Year | 32.75% | 33.44% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.5% | 11.88% |
1 Year | 7.18% | 9.23% |
3 Year | 17.78% | 17.74% |
5 Year | 20.24% | 21.63% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.59% | 27.39% |
3 Year | 15.26% | 31.71% |
5 Year | 17.52% | 32.73% |
Risk Management
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.80% | 15.88% |
Sharp | 0.88% | 0.95% |
Beta | 0.82% | 0.79% |
Alpha | -3.91% | -2.80% |
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Fund Managers
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Arjun Khanna | Shridatta Bhandwaldar |
Total AUM | ₹169639 Cr | ₹69491 Cr |
Funds Managed | 24 | 12 |
Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.53 | 5.59 |
Large Cap | 3.91 | 9.28 |
Small Cap | 73.42 | 67.91 |
Mid Cap | 16.15 | 17.21 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.38 | 5.59 |
Consumer Cyclical | 19.01 | 15.92 |
Industrials | 28.95 | 25.16 |
Healthcare | 20.62 | 10.44 |
Real Estate | 4.18 | 2.28 |
Financial Services | 3.98 | 20.71 |
Technology | 1.43 | 1.34 |
Basic Materials | 11.37 | 10.1 |
Consumer Defensive | 2.85 | 4.45 |
Communication Services | 2.23 | 0.98 |
Energy | - | 1.88 |
Utilities | - | 1.14 |
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