Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak vs Canara Robeco Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Small Cap Fund Regular Growth

Invest Now

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

Invest Now

Chart Comparison

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

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns8.34%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns6.76%

Compare Now

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns12.59%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns15.93%

Compare Now

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

3Y Returns13.77%

VS

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns25.56%

Compare Now

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.97%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.96%

Compare Now
Add to Cart Successfully