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Tata Small Cap Fund vs Canara Robeco Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8883 Cr | ₹11528 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 | 6.06% | 6.46% |
| 6 Month | -5.62% | -3.14% |
| 1 Year | 6.48% | 5.44% |
| 3 Year | 24.76% | 19.44% |
| 5 Year | 37.27% | 36.04% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.7% | 4.06% |
| 1 Year | -6.62% | -3.57% |
| 3 Year | 18.71% | 15.99% |
| 5 Year | 23.88% | 21.87% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 28.19% | 29.71% |
| 3 Year | 29.82% | 32.87% |
| 5 Year | 28.63% | 32.51% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.861% | 16.598% |
| Sharp | 0.793% | 0.432% |
| Beta | 0.736% | 0.801% |
| Alpha | 3.356% | -2.868% |
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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 | 7.03 | 3.84 |
| Small Cap | 84.22 | 67.33 |
| Mid Cap | 8.75 | 16.84 |
| Large Cap | - | 12 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.25 | 3.8 |
| Healthcare | 10.59 | 11.13 |
| Basic Materials | 18.16 | 10.13 |
| Consumer Cyclical | 15.97 | 15.83 |
| Financial Services | 8.32 | 20.36 |
| Technology | 5.85 | 2.01 |
| Real Estate | 3.86 | 2.13 |
| Industrials | 24.35 | 24.96 |
| Consumer Defensive | 3.84 | 4.7 |
| Utilities | 0.82 | 2.11 |
| Energy | - | 2.02 |
| Communication Services | - | 0.82 |
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