Kotak vs Canara Robeco Small Cap Fund compare
Kotak Small Cap Fund - Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
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 - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -10.19% | -8.14% |
6 Month | -16.66% | -16.55% |
1 Year | 4.61% | 2.27% |
3 Year | 13.45% | 14.94% |
5 Year | 23.42% | 25.61% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -16.63% | -15.66% |
3 Year | 11.98% | 12.2% |
5 Year | 21.09% | 22.67% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund - 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 - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.919% | 15.163% |
Sharp | 0.622% | 0.635% |
Beta | 0.747% | 0.767% |
Alpha | -1.418% | -1.34% |
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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 | 3.2 |
Small Cap | 74.37 | 68.37 |
Mid Cap | 17.69 | 16.83 |
Large Cap | 5.77 | 11.89 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.29 | 3.2 |
Transport Services | 4.15 | 2.33 |
Pharmaceuticals & Biotechnology | 5.91 | 7.4 |
Realty | 3.51 | 2.21 |
Healthcare Services | 7.25 | 3.13 |
Banks | 0.93 | 4.27 |
Industrial Products | 10.32 | 7.24 |
Retailing | 5.47 | 3.13 |
Consumer Durables | 15.84 | 6.74 |
Chemicals & Petrochemicals | 4.04 | 1.94 |
Agricultural Food & other Products | 1.51 | - |
IT - Services | 3.31 | 1.37 |
Entertainment | 0.86 | 0.47 |
Electrical Equipment | 2.4 | 3.32 |
Construction | 6.49 | 3.11 |
Finance | 1.5 | 6.16 |
Agricultural, Commercial & Construction Vehicles | 2.64 | - |
IT - Software | 1.01 | 1.69 |
Textiles & Apparels | 2.4 | 0.71 |
Auto Components | 9.74 | 3.68 |
Telecom - Services | 1.68 | - |
Food Products | 0.4 | 1.39 |
Fertilizers & Agrochemicals | 1.86 | 1.36 |
Capital Markets | 1.17 | 11.32 |
Insurance | 1.09 | - |
Cement & Cement Products | 1.24 | 2.88 |
Commercial Services & Supplies | 1.11 | 0.45 |
Petroleum Products | - | 0.78 |
Leisure Services | - | 3.01 |
Paper, Forest & Jute Products | - | 2.15 |
Industrial Manufacturing | - | 5.66 |
Personal Products | - | 0.36 |
Non - Ferrous Metals | - | 1.09 |
Diversified FMCG | - | 0.83 |
Oil | - | 0.95 |
Aerospace & Defense | - | 2.42 |
Power | - | 2.02 |
Household Products | - | 0.88 |
Beverages | - | 0.64 |
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