Canara Robeco Small Cap Fund vs HSBC Small Cap Fund compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11528 Cr | ₹15453 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 15 Feb 2019 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 3% | 15% |
Expense Ratio | 1.7 | 1.67 |
Manager | Shridatta Bhandwaldar | Venugopal Manghat |
ISIN Code | INF760K01JF9 | INF917K01QC7 |
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 | HSBC Small Cap Fund - 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 | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 5.98% | 7.55% |
6 Month | -18.94% | -19.91% |
1 Year | 2.15% | 1.51% |
3 Year | 11.84% | 16.6% |
5 Year | 36.08% | 36.91% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -11.66% | -13.84% |
1 Year | -20.23% | -23.33% |
3 Year | 11.36% | 14.38% |
5 Year | 20.78% | 23.45% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 29.71% | 19.2% |
3 Year | 32.87% | 23.02% |
5 Year | 32.51% | 15.83% |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.598% | 18.203% |
Sharp | 0.432% | 0.572% |
Beta | 0.801% | 0.882% |
Alpha | -2.868% | -0.639% |
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Fund Managers
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | Shridatta Bhandwaldar | Venugopal Manghat |
Total AUM | ₹69491 Cr | ₹41442 Cr |
Funds Managed | 12 | 7 |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 3.84 | 3.74 |
Large Cap | 12 | 2.59 |
Small Cap | 67.33 | 72.68 |
Mid Cap | 16.84 | 21 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 3.8 | 6.47 |
Energy | 2.02 | 1.4 |
Consumer Defensive | 4.7 | 3.38 |
Financial Services | 20.36 | 14.59 |
Communication Services | 0.82 | - |
Industrials | 24.96 | 27.7 |
Healthcare | 11.13 | 4.47 |
Basic Materials | 10.13 | 10.53 |
Consumer Cyclical | 15.83 | 16.29 |
Technology | 2.01 | 9.98 |
Utilities | 2.11 | - |
Real Estate | 2.13 | 5.2 |
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