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 | -1.77% | -1% |
6 Month | 9.83% | 12.79% |
1 Year | -6.89% | -2.54% |
3 Year | 16.75% | 20.88% |
5 Year | 27.67% | 27.46% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.25% | 1.57% |
1 Year | 6.36% | 13.36% |
3 Year | 13.11% | 16.88% |
5 Year | 17.44% | 19.26% |
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 | 15.44% | 14.09% |
Sharp | 0.62% | 0.87% |
Beta | 0.78% | 0.77% |
Alpha | -3.19% | 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 | 8.28 |
Large Cap | 7.01 | 5.92 |
Small Cap | 73.87 | 84.1 |
Mid Cap | 14.99 | 1.7 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.97 | 6.01 |
Energy | 0 | - |
Utilities | 1.85 | 1.14 |
Consumer Defensive | 5.06 | 2.7 |
Financial Services | 22.43 | 18.08 |
Communication Services | 1.53 | 5.47 |
Industrials | 22.79 | 18.55 |
Healthcare | 13.1 | 12.08 |
Basic Materials | 9.2 | 7.98 |
Consumer Cyclical | 15.81 | 21.13 |
Technology | 3.15 | 4.45 |
Real Estate | 2.12 | 2.41 |
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