Kotak vs Canara Robeco Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Small Cap Fund - Growth

Invest Now

tortoise-icon Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Small Cap Fund - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund Kotak 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) ₹17593 Cr ₹12324 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 1.64 1.67
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 - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month 3.24% 4.48%
6 Month 5.54% 4.64%
1 Year 27.09% 24.98%
3 Year 18.42% 21.23%
5 Year 30.8% 33.62%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.82% 20.74%
3 Year 26.27% 25.9%
5 Year 30.31% 31.69%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 16.8% 31.22%
3 Year 15.33% 33.66%
5 Year 17.22% 31.6%

Risk Management

Scheme Name Kotak Small Cap Fund - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 13% 13.8%
Sharp 0.86% 1.28%
Beta 0.69% 0.7%
Alpha 0.33% 4.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Small Cap Fund - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name Arjun Khanna Shridatta Bhandwaldar
Total AUM ₹169639 Cr ₹69491 Cr
Fund Manage 24 12
Kotak Small Cap Fund - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Small Cap Fund - Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 2.29 8.1
Small Cap 74.37 67
Mid Cap 17.69 13.59
Large Cap 5.77 11.31

Sector Allocation

Scheme Name

Kotak Small Cap Fund - Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 2.29 3.95
Transport Services 4.15 -
Pharmaceuticals & Biotechnology 5.91 -
Realty 3.51 -
Healthcare Services 7.25 -
Banks 0.93 -
Industrial Products 10.32 -
Retailing 5.47 -
Consumer Durables 15.84 -
Chemicals & Petrochemicals 4.04 -
Agricultural Food & other Products 1.51 -
IT - Services 3.31 -
Entertainment 0.86 -
Electrical Equipment 2.4 -
Construction 6.49 6.96
Finance 1.5 -
Agricultural, Commercial & Construction Vehicles 2.64 -
IT - Software 1.01 -
Textiles & Apparels 2.4 -
Auto Components 9.74 -
Telecom - Services 1.68 -
Food Products 0.4 -
Fertilizers & Agrochemicals 1.86 -
Capital Markets 1.17 -
Insurance 1.09 -
Cement & Cement Products 1.24 -
Commercial Services & Supplies 1.11 -
Energy - 4.08
Consumer Staples - 6.36
Financial - 16.21
Healthcare - 9.82
Chemicals - 1.77
Services - 11.07
Consumer Discretionary - 2.45
Capital Goods - 18.31
Materials - 7.02
Technology - 5.18
Metals & Mining - 3.03
Automobile - 3.13
Textiles - 0.66

Top Comparisons

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns6.08%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns5.74%

Compare Now

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns13.24%

VS

HSBC Managed Solutions - Growth - Growth HSBC Managed Solutions - Growth - Growth

3Y Returns13.99%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.55%

VS

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns6.06%

Compare Now

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns0%

VS

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns23.03%

Compare Now
Request call back
Add to Cart Successfully