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) | ₹12982 Cr | ₹3394 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 | -3.66% | -4.13% |
6 Month | 14.05% | 17.24% |
1 Year | -4.37% | 0.4% |
3 Year | 16.9% | 20.55% |
5 Year | 28.93% | 27.97% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.46% | 4.12% |
1 Year | 0.13% | 3.55% |
3 Year | 13.61% | 16.3% |
5 Year | 18.6% | 19.44% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 25.59% | 15.05% |
3 Year | 31.02% | 18.08% |
5 Year | 33.09% | 15.62% |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.28% | 14.09% |
Sharp | 0.74% | 1.04% |
Beta | 0.77% | 0.77% |
Alpha | -3.31% | 1.1% |
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 | 3.78 | 7.93 |
Large Cap | 7.62 | 5.53 |
Small Cap | 73.35 | 85.57 |
Mid Cap | 15.25 | 0.97 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.77 | 5.89 |
Energy | 0.86 | - |
Utilities | 1.92 | 1.15 |
Consumer Defensive | 4.82 | 3.24 |
Financial Services | 21.06 | 19.02 |
Communication Services | 1.05 | 5.23 |
Industrials | 22.83 | 19.06 |
Healthcare | 12.56 | 11.84 |
Basic Materials | 10.35 | 8.13 |
Consumer Cyclical | 16.7 | 20.38 |
Technology | 2.85 | 3.41 |
Real Estate | 2.24 | 2.66 |
Top Comparisons
ITI Flexi Cap Fund Regular - Growth
3Y Returns0%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns15.36%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns25.65%
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
3Y Returns16.85%
ICICI Prudential Bond Fund - Growth
3Y Returns7.75%
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
3Y Returns7.03%
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns6.88%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.8%