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Tata Small Cap Fund vs Canara Robeco Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund Regular Growth

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tortoise-icon 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 Very High Very High
Asset Size (Cr) ₹11164 Cr ₹13104 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 1.29% -0.84%
6 Month 10.82% 9.23%
1 Year -0.08% -3.24%
3 Year 25.08% 18.04%
5 Year 32.68% 31.64%

SIP Return Analysis

Scheme Name Tata Small Cap Fund Regular Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month 9.98% 9.84%
1 Year 8.13% 8.57%
3 Year 20.58% 17.33%
5 Year 24.17% 21.25%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund Regular Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 26.47% 27.39%
3 Year 29.12% 31.71%
5 Year 29.64% 32.73%

Risk Management

Scheme Name Tata Small Cap Fund Regular Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 16.16% 15.88%
Sharp 1.19% 0.95%
Beta 0.77% 0.79%
Alpha 1.64% -2.80%

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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 9.64 4.75
Small Cap 82.11 70.32
Mid Cap 8.25 16.53
Large Cap - 8.4

Sector Allocation

Scheme Name

Tata Small Cap Fund Regular Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 8.38 3.68
Healthcare 9.58 10.07
Basic Materials 19.81 10.13
Consumer Cyclical 16.97 16
Financial Services 6.63 22.2
Technology 5.13 2.13
Utilities 0.87 1.75
Real Estate 3.45 2.2
Industrials 26.07 24.64
Consumer Defensive 3.13 4.52
Energy - 1.61
Communication Services - 1.06

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