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) | ₹13285 Cr | ₹3496 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 | -3.13% | -3.02% |
| 6 Month | -0.78% | 1.76% |
| 1 Year | -8.33% | -2.4% |
| 3 Year | 14.56% | 19.02% |
| 5 Year | 24.12% | 23.73% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.62% | 0.23% |
| 1 Year | 5.31% | 11.55% |
| 3 Year | 10.42% | 14.17% |
| 5 Year | 14.98% | 17.2% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.8% | 14.39% |
| 3 Year | 30.4% | 18.55% |
| 5 Year | 31.59% | 15.79% |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.59% | 15.79% |
| Sharp | 0.57% | 0.83% |
| Beta | 0.77% | 0.77% |
| Alpha | -2.16% | 1.89% |
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 | 4.72 | 6.86 |
| Small Cap | 73.36 | 80.7 |
| Mid Cap | 15.08 | 4.59 |
| Large Cap | 6.84 | 7.85 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.15 | 6.86 |
| Utilities | 1.9 | - |
| Consumer Defensive | 5.19 | - |
| Financial Services | 23.57 | - |
| Communication Services | 1.47 | - |
| Industrials | 21.77 | - |
| Healthcare | 12.78 | - |
| Basic Materials | 9.5 | - |
| Consumer Cyclical | 15.27 | - |
| Technology | 3.17 | - |
| Real Estate | 2.23 | - |
| Capital Markets | - | 4.5 |
| Auto Components | - | 7.67 |
| IT - Services | - | 5.21 |
| Industrial Manufacturing | - | 1.23 |
| Construction | - | 2.58 |
| Retailing | - | 3.86 |
| Chemicals & Petrochemicals | - | 2.85 |
| Banks | - | 9.47 |
| Consumer Durables | - | 6.16 |
| IT - Software | - | 3.15 |
| Pharmaceuticals & Biotechnology | - | 5.86 |
| Agricultural Food & other Products | - | 1.56 |
| Industrial Products | - | 7.3 |
| Fertilizers & Agrochemicals | - | 2.81 |
| Finance | - | 4.69 |
| Healthcare Services | - | 4.64 |
| Entertainment | - | 0.87 |
| Gas | - | 1.09 |
| Leisure Services | - | 3.05 |
| Cement & Cement Products | - | 1.09 |
| Electrical Equipment | - | 0.96 |
| Insurance | - | 1.49 |
| Personal Products | - | 1.03 |
| Other Utilities | - | 1.15 |
| Realty | - | 2.57 |
| Transport Infrastructure | - | 1.62 |
| Textiles & Apparels | - | 1.76 |
| Aerospace & Defense | - | 2.92 |
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