Tata Small Cap Fund vs Canara Robeco Small Cap Fund compare

Tata Small Cap Fund vs Canara Robeco Small Cap Fund compare

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Tata Small Cap Fund Regular Growth

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹11324 Cr	₹13102 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	12 Nov 2018	15 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	4.59%	3%
Expense Ratio	1.7	1.7
Manager	Chandraprakash Padiyar	Shridatta Bhandwaldar
ISIN Code	INF277K015O2	INF760K01JF9
Exits Load	Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Trailing Lumpsum Returns

Scheme Name	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month	-4.04%	-2.24%
6 Month	-15.62%	-5.3%
1 Year	-5.94%	3.51%
3 Year	14.42%	16.14%
5 Year	21.86%	22.44%

SIP Return Analysis

Scheme Name	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month	-11.74%	-7.31%
1 Year	-21.31%	-8.96%
3 Year	0.89%	4.89%
5 Year	10.6%	11.59%

Rolling Lumpsum Returns

Scheme Name	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year	20.4%	23.17%
3 Year	28.09%	30.13%
5 Year	29.52%	30.65%

Risk Management

Scheme Name	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.28%	13.8%
Sharp	0.61%	0.67%
Beta	0.76%	0.76%
Alpha	-2.01%	-1.74%

Fund Managers

Scheme Name	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name	Chandraprakash Padiyar	Shridatta Bhandwaldar
Total AUM	₹15627 Cr	₹69491 Cr
Funds Managed	3	12
	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Others	14.16	9.71
Small Cap	77.85	68.17
Mid Cap	8	16.08
Large Cap	-	6.04

Sector Allocation

Scheme Name	Tata Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Others	9.79	1.76
Industrials	30.21	22.62
Healthcare	5.97	11.51
Basic Materials	17.18	7.86
Consumer Cyclical	17.09	14.98
Financial Services	6.24	25.54
Technology	6.27	3.95
Utilities	1.32	1.76
Real Estate	4.06	3.5
Consumer Defensive	1.87	5.14
Communication Services	-	1.39

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