Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Small Cap Fund Regular Plan vs Canara Robeco Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12858 Cr ₹3341 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 2.1% 3.01%
6 Month 11.48% 15.17%
1 Year -2.36% 2.66%
3 Year 16.57% 21.22%
5 Year 27.97% 27.76%

SIP Return Analysis

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
6 Month 2.09% 4.48%
1 Year 11.2% 18.65%
3 Year 13.92% 17.76%
5 Year 17.49% 19.49%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Year 24.84% 14.64%
3 Year 30.69% 18.25%
5 Year 32.65% 15.68%

Risk Management

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 15.47% 14.09%
Sharp 0.65% 0.87%
Beta 0.77% 0.77%
Alpha -2.66% 0.62%

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 4.13 2.87
Large Cap 7.01 10.17
Small Cap 73.87 82.07
Mid Cap 14.99 4.58

Sector Allocation

Scheme Name

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 2.97 5.71
Energy 0 -
Utilities 1.85 -
Consumer Defensive 5.06 -
Financial Services 22.43 -
Communication Services 1.53 -
Industrials 22.79 -
Healthcare 13.1 -
Basic Materials 9.2 -
Consumer Cyclical 15.81 -
Technology 3.15 -
Real Estate 2.12 -
Capital Markets - 4.38
Auto Components - 8.03
IT - Services - 5.38
Industrial Manufacturing - 1.26
Construction - 2.58
Retailing - 3.71
Chemicals & Petrochemicals - 2.31
Banks - 8.9
Consumer Durables - 7.3
IT - Software - 3.25
Pharmaceuticals & Biotechnology - 5.7
Agricultural Food & other Products - 1.62
Industrial Products - 7.53
Fertilizers & Agrochemicals - 2.76
Finance - 4.79
Healthcare Services - 4.94
Entertainment - 0.98
Gas - 1.14
Leisure Services - 3.4
Cement & Cement Products - 1.18
Electrical Equipment - 1.07
Insurance - 1.43
Personal Products - 1.09
Other Utilities - 1.18
Realty - 2.41
Transport Infrastructure - 1.64
Textiles & Apparels - 1.8
Aerospace & Defense - 2.22

Top Comparisons

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns22.32%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns17.31%

Compare Now

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns16.52%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns23.49%

Compare Now

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns7.93%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns7.4%

Compare Now

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns6.96%

VS

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns8.49%

Compare Now
Add to Cart Successfully