Aditya Birla Sun Life Small Cap Fund vs Canara Robeco Small Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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tortoise-icon Canara Robeco 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 Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5181 Cr ₹12324 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 31 May 2007 15 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY SMALLCAP 250 TRI
Turn Over 34% 3%
Expense Ratio 1.89 1.67
Manager Dhaval Joshi Shridatta Bhandwaldar
ISIN Code INF209K01EN2 INF760K01JF9
Exits Load Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month 4.13% 4.48%
6 Month 3.7% 4.64%
1 Year 22.42% 24.98%
3 Year 17.54% 21.23%
5 Year 23.94% 33.62%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 18.43% 20.74%
3 Year 25.99% 25.9%
5 Year 26.43% 31.69%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 12.55% 31.22%
3 Year 16.79% 33.66%
5 Year 14.51% 31.6%

Risk Management

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 15.15% 13.8%
Sharp 0.8% 1.28%
Beta 0.84% 0.7%
Alpha -2.07% 4.67%

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Fund Managers

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name Dhaval Joshi Shridatta Bhandwaldar
Total AUM ₹361932 Cr ₹69491 Cr
Fund Manage 55 12
Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 1.81 8.1
Small Cap 82.39 67
Mid Cap 14.93 13.59
Large Cap 0.46 11.31

Sector Allocation

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 1.81 3.95
Realty 5.68 -
Food Products 1.58 -
Auto Components 8.26 -
IT - Software 3.78 -
Industrial Manufacturing 6.05 -
IT - Services 1.55 -
Retailing 1.79 -
Chemicals & Petrochemicals 4.82 -
Consumer Durables 5.69 -
Paper, Forest & Jute Products 1.08 -
Pharmaceuticals & Biotechnology 4.36 -
Healthcare Services 2.56 -
Transport Services 0.16 -
Electrical Equipment 8.22 -
Banks 1.78 -
Leisure Services 1.29 -
Industrial Products 11.31 -
Non - Ferrous Metals 1.31 -
Finance 4.14 -
Entertainment 0.83 -
Textiles & Apparels 3.08 -
Construction 3.45 6.96
Agricultural, Commercial & Construction Vehicles 1.55 -
Financial Technology (Fintech) 0.73 -
Agricultural Food & other Products 1.67 -
Insurance 2 -
Capital Markets 1.3 -
Minerals & Mining 0.03 -
Personal Products 0.86 -
Automobiles 0.25 -
Cement & Cement Products 2.47 -
Commercial Services & Supplies 2.67 -
Beverages 1.48 -
Energy - 4.08
Consumer Staples - 6.36
Financial - 16.21
Healthcare - 9.82
Chemicals - 1.77
Services - 11.07
Consumer Discretionary - 2.45
Capital Goods - 18.31
Materials - 7.02
Technology - 5.18
Metals & Mining - 3.03
Automobile - 3.13
Textiles - 0.66

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