Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Small Cap Fund vs Canara Robeco Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Tata Small Cap Fund Regular Growth

Invest Now

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

Invest Now

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) ₹11416 Cr ₹12588 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 1.73% 2.05%
6 Month 15.5% 18.29%
1 Year -6.85% -6.95%
3 Year 20.02% 14.51%
5 Year 30.18% 28.22%

SIP Return Analysis

Scheme Name Tata Small Cap Fund Regular Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month 3.41% 3.54%
1 Year 5.72% 7.56%
3 Year 17.07% 14.65%
5 Year 21.35% 18.64%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund Regular Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 25.17% 25.59%
3 Year 28.72% 31.02%
5 Year 31.28% 33.09%

Risk Management

Scheme Name Tata Small Cap Fund Regular Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 16.01% 15.51%
Sharp 0.86% 0.56%
Beta 0.77% 0.78%
Alpha 1.63% -3.55%

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 12.11 4.38
Small Cap 81.63 73.01
Mid Cap 6.26 14.93
Large Cap - 7.69

Sector Allocation

Scheme Name

Tata Small Cap Fund Regular Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 9.62 3.34
Healthcare 9.72 12.53
Basic Materials 19.78 9.85
Consumer Cyclical 18.21 16.66
Financial Services 4.82 20.93
Technology 4.63 3.28
Utilities 0.92 1.79
Real Estate 4.11 2.09
Industrials 25.55 22.55
Consumer Defensive 2.62 5.05
Energy - 0.86
Communication Services - 1.06

Top Comparisons

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns24.14%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns18.19%

Compare Now

Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth

3Y Returns7.25%

VS

ICICI Prudential Debt Management Fund (FOF) - Growth ICICI Prudential Debt Management Fund (FOF) - Growth

3Y Returns7.58%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns26.04%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns22.8%

Compare Now

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns17.57%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns19.7%

Compare Now
Add to Cart Successfully