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Sundaram Small Cap Fund Regular Plan vs Canara Robeco Small Cap Fund compare

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tortoise-icon Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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