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UTI Small Cap Fund vs Canara Robeco Small Cap Fund compare

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

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tortoise-icon 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) ₹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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