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) | ₹35585 Cr | ₹12858 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 | -2.4% | -1.77% |
6 Month | 6.97% | 9.83% |
1 Year | -8.07% | -6.89% |
3 Year | 14.52% | 16.75% |
5 Year | 24.24% | 27.67% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.53% | -0.25% |
1 Year | 4.8% | 6.36% |
3 Year | 11.6% | 13.11% |
5 Year | 15.41% | 17.44% |
Rolling Lumpsum Returns
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.17% | 24.84% |
3 Year | 23.56% | 30.69% |
5 Year | 22.92% | 32.65% |
Risk Management
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.59% | 15.44% |
Sharp | 0.6% | 0.62% |
Beta | 0.69% | 0.78% |
Alpha | -3.12% | -3.19% |
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 | 20.55 | 4.13 |
Small Cap | 77.7 | 73.87 |
Mid Cap | 1.74 | 14.99 |
Large Cap | - | 7.01 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 17.14 | 2.97 |
Consumer Defensive | 3.9 | 5.06 |
Financial Services | 13.4 | 22.43 |
Basic Materials | 13.08 | 9.2 |
Consumer Cyclical | 20.26 | 15.81 |
Industrials | 26.03 | 22.79 |
Communication Services | 1.38 | 1.53 |
Technology | 1.04 | 3.15 |
Utilities | 0.23 | 1.85 |
Real Estate | 1.12 | 2.12 |
Healthcare | 2.42 | 13.1 |
Energy | - | 0 |
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