- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Canara Robeco Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata 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) | ₹8883 Cr | ₹11528 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 15 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 3% |
| Expense Ratio | 1.7 | 1.7 |
| Manager | Chandraprakash Padiyar | Shridatta Bhandwaldar |
| ISIN Code | INF277K015O2 | INF760K01JF9 |
| Exits Load | Tata 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 | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 6.12% | 7.46% |
| 6 Month | -16.92% | -15.22% |
| 1 Year | 7.89% | 3.82% |
| 3 Year | 19.53% | 12.5% |
| 5 Year | 33.91% | 33.96% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.43% | -4.68% |
| 1 Year | -13.81% | -14.93% |
| 3 Year | 17.11% | 12.79% |
| 5 Year | 23.75% | 20.94% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 28.19% | 29.71% |
| 3 Year | 29.82% | 32.87% |
| 5 Year | 28.63% | 32.51% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.861% | 16.598% |
| Sharp | 0.793% | 0.432% |
| Beta | 0.736% | 0.801% |
| Alpha | 3.356% | -2.868% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Chandraprakash Padiyar | Shridatta Bhandwaldar |
| Total AUM | ₹15627 Cr | ₹69491 Cr |
| Funds Managed | 3 | 12 |
| Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.03 | 3.84 |
| Small Cap | 84.22 | 67.33 |
| Mid Cap | 8.75 | 16.84 |
| Large Cap | - | 12 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.25 | 3.8 |
| Healthcare | 10.59 | 11.13 |
| Basic Materials | 18.16 | 10.13 |
| Consumer Cyclical | 15.97 | 15.83 |
| Financial Services | 8.32 | 20.36 |
| Technology | 5.85 | 2.01 |
| Real Estate | 3.86 | 2.13 |
| Industrials | 24.35 | 24.96 |
| Consumer Defensive | 3.84 | 4.7 |
| Utilities | 0.82 | 2.11 |
| Energy | - | 2.02 |
| Communication Services | - | 0.82 |
Top Comparisons
ICICI Prudential Exports & Services Fund - Growth
3Y Returns18.5%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns13.27%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns14.7%
LIC MF Flexi Cap Fund-Growth
3Y Returns10.89%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns16.77%
Nippon India Passive Flexicap FoF - Regular Plan - Growth Option
3Y Returns12.5%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns18.59%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns14.62%
