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) | ₹13060 Cr | ₹4833 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 | -0.21% | -2.73% |
| 6 Month | -3.46% | -4.93% |
| 1 Year | -4.92% | -6.25% |
| 3 Year | 15.89% | 17.42% |
| 5 Year | 22.99% | 20.02% |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.34% | -1.89% |
| 1 Year | 7.69% | 4.81% |
| 3 Year | 10.63% | 12.04% |
| 5 Year | 15.13% | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.69% | 19.9% |
| 3 Year | 30.32% | 21.57% |
| 5 Year | 31.55% | - |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.8% | 13.53% |
| Sharp | 0.63% | 0.7% |
| Beta | 0.76% | 0.82% |
| Alpha | -1.96% | -0.67% |
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 | 6.04 | 10.83 |
| Small Cap | 72.15 | 76.99 |
| Mid Cap | 15.15 | 12.18 |
| Large Cap | 6.65 | - |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.03 | 5.2 |
| Utilities | 1.82 | - |
| Consumer Defensive | 5.2 | 4.44 |
| Communication Services | 1.28 | 4.29 |
| Industrials | 21.89 | 24.26 |
| Financial Services | 24.54 | 15.06 |
| Healthcare | 12.02 | 11.67 |
| Basic Materials | 7.67 | 11.36 |
| Consumer Cyclical | 15.49 | 9.11 |
| Real Estate | 3.67 | 1.23 |
| Technology | 3.38 | 13.39 |
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