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) | ₹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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