Canara Robeco Small Cap Fund vs SBI Small Cap Fund compare
SBI Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹31227 Cr | ₹11528 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Sep 2009 | 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 | 9% | 3% |
Expense Ratio | 1.59 | 1.7 |
Manager | Pradeep Kesavan | Shridatta Bhandwaldar |
ISIN Code | INF200K01T28 | INF760K01JF9 |
Exits Load | SBI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.88% | -5.44% |
6 Month | -20.21% | -22.3% |
1 Year | 5.18% | 5.53% |
3 Year | 14.39% | 12.32% |
5 Year | 24.93% | 28.92% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -13.52% | -15.03% |
1 Year | -24.02% | -26.22% |
3 Year | 9.06% | 8.51% |
5 Year | 17.37% | 19.65% |
Rolling Lumpsum Returns
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.16% | 29.71% |
3 Year | 24.15% | 32.87% |
5 Year | 22.56% | 32.51% |
Risk Management
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.59% | 16.598% |
Sharp | 0.53% | 0.432% |
Beta | 0.7% | 0.801% |
Alpha | 0.29% | -2.868% |
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Fund Managers
Scheme Name | SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Shridatta Bhandwaldar |
Total AUM | ₹434274 Cr | ₹69491 Cr |
Funds Managed | 43 | 12 |
SBI Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 14.24 | 3.84 |
Small Cap | 81.23 | 67.33 |
Mid Cap | 4.52 | 16.84 |
Large Cap | - | 12 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 14.24 | 3.8 |
Consumer Defensive | 5.03 | 4.7 |
Financial Services | 15.45 | 20.36 |
Basic Materials | 10.92 | 10.13 |
Consumer Cyclical | 19.36 | 15.83 |
Industrials | 28.84 | 24.96 |
Communication Services | 1.55 | 0.82 |
Technology | 0.53 | 2.01 |
Real Estate | 1.66 | 2.13 |
Healthcare | 2.4 | 11.13 |
Energy | - | 2.02 |
Utilities | - | 2.11 |
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