UTI Small Cap Fund vs Canara Robeco Small Cap Fund compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12588 Cr | ₹4681 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 15 Feb 2019 | 22 Dec 2020 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 3% | 12.69% |
Expense Ratio | 1.7 | 1.9 |
Manager | Shridatta Bhandwaldar | Deepesh Agarwal |
ISIN Code | INF760K01JF9 | INF789F1AUO6 |
Exits Load | 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 | UTI 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 | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.87% | 3.6% |
6 Month | 20.15% | 20.78% |
1 Year | -6.04% | -1.8% |
3 Year | 16% | 18.53% |
5 Year | 26.9% | - |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.54% | 4.57% |
1 Year | 7.56% | 10.51% |
3 Year | 14.65% | 17.85% |
5 Year | 18.64% | - |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 25.59% | 20.97% |
3 Year | 31.02% | 22.04% |
5 Year | 33.09% | - |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.51% | 16.92% |
Sharp | 0.56% | 0.68% |
Beta | 0.78% | 0.84% |
Alpha | -3.55% | -1.55% |
Fund Managers
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Shridatta Bhandwaldar | Deepesh Agarwal |
Total AUM | ₹69491 Cr | ₹35015 Cr |
Funds Managed | 12 | 9 |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.38 | 9.9 |
Large Cap | 7.69 | - |
Small Cap | 73.01 | 77.85 |
Mid Cap | 14.93 | 12.25 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.34 | 5.65 |
Energy | 0.86 | - |
Utilities | 1.79 | - |
Consumer Defensive | 5.05 | 4.13 |
Financial Services | 20.93 | 15.01 |
Communication Services | 1.06 | 4.9 |
Industrials | 22.55 | 23.05 |
Healthcare | 12.53 | 11.85 |
Basic Materials | 9.85 | 12.3 |
Consumer Cyclical | 16.66 | 10.15 |
Technology | 3.28 | 11.65 |
Real Estate | 2.09 | 1.31 |
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