SBI Small Cap Fund vs Canara Robeco Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI 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) | ₹36945 Cr | ₹13285 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2009 | 15 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | 3% |
| Expense Ratio | 1.58 | 1.7 |
| Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
| ISIN Code | INF200K01T28 | INF760K01JF9 |
| Exits Load | SBI Small Cap Fund - Regular Plan - 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 | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.72% | -3.13% |
| 6 Month | -0.58% | -0.78% |
| 1 Year | -7.46% | -8.33% |
| 3 Year | 12.72% | 14.56% |
| 5 Year | 19.54% | 24.12% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.38% | -0.95% |
| 1 Year | 4.51% | 6.96% |
| 3 Year | 10.01% | 11.56% |
| 5 Year | 14.03% | 15.93% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.66% | 23.8% |
| 3 Year | 23.44% | 30.4% |
| 5 Year | 22.97% | 31.59% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.59% | 15.47% |
| Sharp | 0.66% | 0.65% |
| Beta | 0.7% | 0.77% |
| Alpha | -2.91% | -2.66% |
Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Shridatta Bhandwaldar |
| Total AUM | ₹434274 Cr | ₹69491 Cr |
| Funds Managed | 43 | 12 |
| SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.06 | 4.72 |
| Small Cap | 77.95 | 73.36 |
| Mid Cap | 5.99 | 15.08 |
| Large Cap | - | 6.84 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.06 | 3.15 |
| Food Products | 2.16 | - |
| Capital Markets | 2.06 | - |
| Chemicals & Petrochemicals | 8.16 | - |
| Retailing | 3.04 | - |
| Consumer Durables | 10.37 | - |
| Automobiles | 3.76 | - |
| Construction | 6.87 | - |
| Agricultural Food & other Products | 1.38 | - |
| Industrial Products | 9.04 | - |
| Fertilizers & Agrochemicals | 2.71 | - |
| Finance | 6.47 | - |
| Electrical Equipment | 1.43 | - |
| Entertainment | 0.46 | - |
| Leisure Services | 5.18 | - |
| Agricultural, Commercial & Construction Vehicles | 0.2 | - |
| Household Products | 2.3 | - |
| Auto Components | 3.77 | - |
| IT - Software | 0.98 | - |
| Cement & Cement Products | 0.51 | - |
| Banks | 3.81 | - |
| Insurance | 1.3 | - |
| Power | 0.23 | - |
| Cigarettes & Tobacco Products | 0.35 | - |
| Realty | 1.25 | - |
| Commercial Services & Supplies | 1.51 | - |
| Textiles & Apparels | 2.23 | - |
| Healthcare Services | 2.41 | - |
| Utilities | - | 1.9 |
| Consumer Defensive | - | 5.19 |
| Financial Services | - | 23.57 |
| Communication Services | - | 1.47 |
| Industrials | - | 21.77 |
| Healthcare | - | 12.78 |
| Basic Materials | - | 9.5 |
| Consumer Cyclical | - | 15.27 |
| Technology | - | 3.17 |
| Real Estate | - | 2.23 |
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