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) | ₹12370 Cr | ₹4529 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 | 4.49% | 5.3% |
6 Month | -2.11% | -2.52% |
1 Year | 0.58% | 7% |
3 Year | 22.47% | 24.33% |
5 Year | 33.72% | - |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 13.22% | 13.45% |
1 Year | 9.31% | 13.24% |
3 Year | 18.63% | 21.74% |
5 Year | 22.52% | - |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 27.39% | 22.14% |
3 Year | 31.71% | 21.69% |
5 Year | 32.73% | - |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.23% | 17.13% |
Sharp | 0.73% | 0.81% |
Beta | 0.79% | 0.82% |
Alpha | -3.42% | -1.95% |
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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 | 3.84 | 4.22 |
Large Cap | 12 | - |
Small Cap | 67.33 | 80.51 |
Mid Cap | 16.84 | 15.27 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.8 | 4.06 |
Energy | 2.02 | - |
Consumer Defensive | 4.7 | 5.74 |
Financial Services | 20.36 | 11.96 |
Communication Services | 0.82 | 4.69 |
Industrials | 24.96 | 23.36 |
Healthcare | 11.13 | 13.9 |
Basic Materials | 10.13 | 13.07 |
Consumer Cyclical | 15.83 | 10.66 |
Technology | 2.01 | 11.08 |
Utilities | 2.11 | - |
Real Estate | 2.13 | 1.48 |
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