Aditya Birla Sun Life Small Cap Fund vs Canara Robeco Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹4585 Cr | ₹11528 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 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 34% | 3% |
Expense Ratio | 1.89 | 1.7 |
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 | -11.06% | -8.14% |
6 Month | -18.15% | -16.55% |
1 Year | -1.41% | 2.27% |
3 Year | 12.86% | 14.94% |
5 Year | 17.85% | 25.61% |
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 | -21.55% | -17.77% |
3 Year | 10.3% | 11.13% |
5 Year | 16.58% | 21.77% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.75% | 29.71% |
3 Year | 16.73% | 32.87% |
5 Year | 14.7% | 32.51% |
Risk Management
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.923% | 15.163% |
Sharp | 0.432% | 0.635% |
Beta | 0.869% | 0.767% |
Alpha | -5.121% | -1.34% |
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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 | 3.2 |
Small Cap | 82.39 | 68.37 |
Mid Cap | 14.93 | 16.83 |
Large Cap | 0.46 | 11.89 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.81 | 3.2 |
Realty | 5.68 | 2.21 |
Food Products | 1.58 | 1.39 |
Auto Components | 8.26 | 3.68 |
IT - Software | 3.78 | 1.69 |
Industrial Manufacturing | 6.05 | 5.66 |
IT - Services | 1.55 | 1.37 |
Retailing | 1.79 | 3.13 |
Chemicals & Petrochemicals | 4.82 | 1.94 |
Consumer Durables | 5.69 | 6.74 |
Paper, Forest & Jute Products | 1.08 | 2.15 |
Pharmaceuticals & Biotechnology | 4.36 | 7.4 |
Healthcare Services | 2.56 | 3.13 |
Transport Services | 0.16 | 2.33 |
Electrical Equipment | 8.22 | 3.32 |
Banks | 1.78 | 4.27 |
Leisure Services | 1.29 | 3.01 |
Industrial Products | 11.31 | 7.24 |
Non - Ferrous Metals | 1.31 | 1.09 |
Finance | 4.14 | 6.16 |
Entertainment | 0.83 | 0.47 |
Textiles & Apparels | 3.08 | 0.71 |
Construction | 3.45 | 3.11 |
Agricultural, Commercial & Construction Vehicles | 1.55 | - |
Financial Technology (Fintech) | 0.73 | - |
Agricultural Food & other Products | 1.67 | - |
Insurance | 2 | - |
Capital Markets | 1.3 | 11.32 |
Minerals & Mining | 0.03 | - |
Personal Products | 0.86 | 0.36 |
Automobiles | 0.25 | - |
Cement & Cement Products | 2.47 | 2.88 |
Commercial Services & Supplies | 2.67 | 0.45 |
Beverages | 1.48 | 0.64 |
Petroleum Products | - | 0.78 |
Fertilizers & Agrochemicals | - | 1.36 |
Diversified FMCG | - | 0.83 |
Oil | - | 0.95 |
Aerospace & Defense | - | 2.42 |
Power | - | 2.02 |
Household Products | - | 0.88 |
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