Sundaram Small Cap Fund Regular Plan vs Canara Robeco Small Cap Fund compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12370 Cr | ₹3311 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 15 Feb 2019 | 15 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 3% | 22% |
Expense Ratio | 1.7 | 1.97 |
Manager | Shridatta Bhandwaldar | Rohit Seksaria |
ISIN Code | INF760K01JF9 | INF903J01470 |
Exits Load | 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.61% | 1.79% |
6 Month | 0.89% | 2.56% |
1 Year | -0.75% | 4.33% |
3 Year | 21.2% | 25.35% |
5 Year | 33.13% | 31.73% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 13.47% | 13.56% |
1 Year | 11.71% | 14.15% |
3 Year | 18.7% | 21.15% |
5 Year | 22.4% | 22.85% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 27.39% | 15.61% |
3 Year | 31.71% | 17.89% |
5 Year | 32.73% | 15.53% |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.88% | 14.09% |
Sharp | 0.95% | 1.22% |
Beta | 0.79% | 0.78% |
Alpha | -2.80% | 0.83% |
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Fund Managers
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | Shridatta Bhandwaldar | Rohit Seksaria |
Total AUM | ₹69491 Cr | ₹0 Cr |
Funds Managed | 12 | 15 |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.59 | 8.01 |
Large Cap | 9.28 | 5.81 |
Small Cap | 67.91 | 83.98 |
Mid Cap | 17.21 | 2.19 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.59 | 7.15 |
Energy | 1.88 | - |
Consumer Defensive | 4.45 | 3.69 |
Financial Services | 20.71 | 20.34 |
Communication Services | 0.98 | 3.7 |
Industrials | 25.16 | 20.11 |
Healthcare | 10.44 | 11.06 |
Basic Materials | 10.1 | 7.62 |
Consumer Cyclical | 15.92 | 18.42 |
Utilities | 1.14 | 1.23 |
Technology | 1.34 | 3.46 |
Real Estate | 2.28 | 3.24 |
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