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) | ₹36268 Cr | ₹13102 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 | -5.01% | -5.2% |
| 6 Month | -10.51% | -9.35% |
| 1 Year | -3.08% | -0.79% |
| 3 Year | 12.46% | 14.37% |
| 5 Year | 16.92% | 21.34% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.13% | -3.06% |
| 1 Year | -4.44% | 1.05% |
| 3 Year | 5.29% | 7.94% |
| 5 Year | 10.9% | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.36% | 23.17% |
| 3 Year | 23.3% | 30.13% |
| 5 Year | 22.9% | 30.65% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.59% | 13.8% |
| Sharp | 0.59% | 0.67% |
| Beta | 0.7% | 0.76% |
| Alpha | -2.71% | -1.74% |
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 | 18.89 | 9.71 |
| Small Cap | 78.61 | 68.17 |
| Mid Cap | 2.5 | 16.08 |
| Large Cap | - | 6.04 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.41 | 1.76 |
| Consumer Defensive | 3.77 | 5.14 |
| Financial Services | 15.46 | 25.54 |
| Basic Materials | 13.86 | 7.86 |
| Consumer Cyclical | 23.59 | 14.98 |
| Industrials | 25.74 | 22.62 |
| Technology | 2.55 | 3.95 |
| Communication Services | 1.27 | 1.39 |
| Utilities | 0.2 | 1.76 |
| Real Estate | 1.08 | 3.5 |
| Healthcare | 2.07 | 11.51 |
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