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) | ₹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 |
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