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) | ₹13060 Cr | ₹3450 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 | -1.91% | -3.03% |
| 6 Month | -0.31% | 1.84% |
| 1 Year | -7.9% | -3.01% |
| 3 Year | 14.69% | 19.09% |
| 5 Year | 23.37% | 22.52% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.1% | -2.25% |
| 1 Year | 2.27% | 7.06% |
| 3 Year | 9.81% | 13.1% |
| 5 Year | 14.78% | 16.75% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.69% | 14.27% |
| 3 Year | 30.32% | 18.58% |
| 5 Year | 31.55% | 15.81% |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.59% | 14.09% |
| Sharp | 0.57% | 0.88% |
| Beta | 0.77% | 0.77% |
| Alpha | -2.16% | 2.04% |
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 | 6.04 | 7.97 |
| Small Cap | 72.15 | 83.24 |
| Mid Cap | 15.15 | 2.29 |
| Large Cap | 6.65 | 6.5 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.03 | 4.94 |
| Utilities | 1.82 | 1.03 |
| Consumer Defensive | 5.2 | 2.57 |
| Communication Services | 1.28 | 5.1 |
| Industrials | 21.89 | 18.92 |
| Financial Services | 24.54 | 19.4 |
| Healthcare | 12.02 | 12.01 |
| Basic Materials | 7.67 | 8.75 |
| Consumer Cyclical | 15.49 | 20.39 |
| Real Estate | 3.67 | 2.33 |
| Technology | 3.38 | 4.57 |
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