Kotak vs Canara Robeco Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak 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) | ₹16450 Cr | ₹11528 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 24 Feb 2005 | 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 | 6.71% | 3% |
Expense Ratio | 1.65 | 1.7 |
Manager | Arjun Khanna | Shridatta Bhandwaldar |
ISIN Code | INF174K01211 | INF760K01JF9 |
Exits Load | Kotak Small Cap Fund - 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 | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.07% | 5.98% |
6 Month | -19.4% | -18.94% |
1 Year | 5.79% | 2.15% |
3 Year | 12.4% | 11.84% |
5 Year | 35.14% | 36.08% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -11.23% | -11.66% |
1 Year | -18.42% | -20.23% |
3 Year | 12.82% | 11.36% |
5 Year | 20.23% | 20.78% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.09% | 29.71% |
3 Year | 15.43% | 32.87% |
5 Year | 17.38% | 32.51% |
Risk Management
Scheme Name | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.741% | 16.598% |
Sharp | 0.383% | 0.432% |
Beta | 0.8% | 0.801% |
Alpha | -3.619% | -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 | Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Arjun Khanna | Shridatta Bhandwaldar |
Total AUM | ₹169639 Cr | ₹69491 Cr |
Funds Managed | 24 | 12 |
Kotak Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.06 | 3.84 |
Large Cap | 3.87 | 12 |
Small Cap | 73.8 | 67.33 |
Mid Cap | 18.27 | 16.84 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.24 | 3.8 |
Consumer Cyclical | 21.06 | 15.83 |
Industrials | 31.48 | 24.96 |
Healthcare | 17.37 | 11.13 |
Real Estate | 4.45 | 2.13 |
Financial Services | 3.58 | 20.36 |
Basic Materials | 13.84 | 10.13 |
Consumer Defensive | 2.57 | 4.7 |
Communication Services | 2.12 | 0.82 |
Technology | 0.29 | 2.01 |
Energy | - | 2.02 |
Utilities | - | 2.11 |
Top Comparisons
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.22%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.21%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns15.01%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns12.05%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns16.26%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns7.21%