UTI Small Cap Fund vs Canara Robeco Small Cap Fund compare

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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UTI 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	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)	₹12982 Cr	₹4780 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

Scheme Name	Canara Robeco Small Cap Fund - Regular Plan - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	-3.66%	-2.83%
6 Month	14.05%	15.29%
1 Year	-4.37%	0.47%
3 Year	16.9%	19.5%
5 Year	28.93%	-

Scheme Name	Canara Robeco Small Cap Fund - Regular Plan - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	3.46%	4.53%
1 Year	0.13%	3.54%
3 Year	13.61%	16.84%
5 Year	18.6%	-

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%	-

Scheme Name	Canara Robeco Small Cap Fund - Regular Plan - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	15.28%	16.76%
Sharp	0.74%	0.81%
Beta	0.77%	0.83%
Alpha	-3.31%	-2.15%

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

Scheme Name	Canara Robeco Small Cap Fund - Regular Plan - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Others	3.78	9.26
Large Cap	7.62	-
Small Cap	73.35	78.93
Mid Cap	15.25	11.81

Scheme Name	Canara Robeco Small Cap Fund - Regular Plan - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Others	2.77	5.32
Energy	0.86	-
Utilities	1.92	-
Consumer Defensive	4.82	4.28
Financial Services	21.06	15.22
Communication Services	1.05	4.88
Industrials	22.83	23.12
Healthcare	12.56	12.16
Basic Materials	10.35	12.4
Consumer Cyclical	16.7	10.12
Technology	2.85	11.24
Real Estate	2.24	1.26