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) | ₹12588 Cr | ₹3282 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 | 3.34% | 4.83% |
6 Month | 20.31% | 24.17% |
1 Year | -6.45% | -2.57% |
3 Year | 15.82% | 20.3% |
5 Year | 26.71% | 26.99% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.54% | 5.06% |
1 Year | 7.56% | 13.21% |
3 Year | 14.65% | 18.18% |
5 Year | 18.64% | 20.16% |
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 | 15.51% | 14.09% |
Sharp | 0.56% | 0.84% |
Beta | 0.78% | 0.77% |
Alpha | -3.55% | 0.54% |
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 | 4.38 | 7.93 |
Large Cap | 7.69 | 5.53 |
Small Cap | 73.01 | 85.57 |
Mid Cap | 14.93 | 0.97 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.34 | 5.89 |
Energy | 0.86 | - |
Utilities | 1.79 | 1.15 |
Consumer Defensive | 5.05 | 3.24 |
Financial Services | 20.93 | 19.02 |
Communication Services | 1.06 | 5.23 |
Industrials | 22.55 | 19.06 |
Healthcare | 12.53 | 11.84 |
Basic Materials | 9.85 | 8.13 |
Consumer Cyclical | 16.66 | 20.38 |
Technology | 3.28 | 3.41 |
Real Estate | 2.09 | 2.66 |
Top Comparisons
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns24.07%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.75%
Kotak Small Cap Fund Regular Growth
3Y Returns16.03%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.34%
Sundaram Equity Savings Fund (G)
3Y Returns11.18%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.81%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns22.77%
DSP Income Plus Arbitrage Fund of Fund - Reg - Growth
3Y Returns11.28%