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) | ₹16450 Cr | ₹11528 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 | 7.07% | 6.33% |
6 Month | -7.33% | -7.33% |
1 Year | 0.87% | 1.31% |
3 Year | 21.15% | 20.93% |
5 Year | 33.59% | 34.22% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.89% | 10.38% |
1 Year | 2.92% | 4.25% |
3 Year | 17.57% | 17.21% |
5 Year | 20.69% | 21.91% |
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 | 16.741% | 16.598% |
Sharp | 0.383% | 0.432% |
Beta | 0.8% | 0.801% |
Alpha | -3.619% | -2.868% |
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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 | 4.06 | 3.84 |
Large Cap | 3.87 | 12 |
Small Cap | 73.8 | 67.33 |
Mid Cap | 18.27 | 16.84 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.24 | 3.8 |
Consumer Cyclical | 21.06 | 15.83 |
Industrials | 31.48 | 24.96 |
Healthcare | 17.37 | 11.13 |
Real Estate | 4.45 | 2.13 |
Financial Services | 3.58 | 20.36 |
Basic Materials | 13.84 | 10.13 |
Consumer Defensive | 2.57 | 4.7 |
Communication Services | 2.12 | 0.82 |
Technology | 0.29 | 2.01 |
Energy | - | 2.02 |
Utilities | - | 2.11 |
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