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) ₹5178 Cr ₹11498 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 31 May 2007 05 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 1.88 1.69
Manager Dhaval Joshi Shridatta Bhandwaldar
ISIN Code INF209K01EN2 INF760K01JF9
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1% if redeemed within 1 year./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 -0.15% 2.65%
6 Month 21.2% 22.69%
1 Year 38.19% 43.46%
3 Year 20.29% 27.02%
5 Year 25.39% 36.17%

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 17.01% 18.05%
3 Year 43.27% 45.29%
5 Year 92.59% 125.83%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Small Cap Fund - GROWTH Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 29.1% 36.72%
3 Year 68.7% 93.78%
5 Year 103.25% 138.1%

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 2.6 8.1
Small Cap 85.69 67
Mid Cap 11.37 13.59
Large Cap 0.3 11.31

Sector Allocation

Scheme Name

Aditya Birla Sun Life Small Cap Fund - GROWTH

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 1.41 3.95
Consumer Staples 6.14 6.36
Automobile 5.76 3.13
Metals & Mining 5.5 3.03
Services 11.31 11.07
Chemicals 3.87 1.77
Consumer Discretionary 7.73 2.45
Capital Goods 16.43 18.31
Healthcare 5.86 9.82
Financial 8.84 16.21
Technology 6.21 5.18
Construction 7.65 6.96
Materials 6.62 7.02
Textiles 3.23 0.66
Insurance 1.52 -
Energy 1.88 4.08

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