Sundaram Small Cap Fund Regular Plan vs Canara Robeco Small Cap Fund compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11528 Cr | ₹3168 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 15 Feb 2019 | 15 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 3% | 22% |
Expense Ratio | 1.7 | 1.97 |
Manager | Shridatta Bhandwaldar | Rohit Seksaria |
ISIN Code | INF760K01JF9 | INF903J01470 |
Exits Load | 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 6.66% | 8.3% |
6 Month | -18.17% | -17.65% |
1 Year | 4.91% | 3.02% |
3 Year | 13.29% | 15.43% |
5 Year | 35.98% | 33.67% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -11.66% | -11.08% |
1 Year | -20.23% | -18.51% |
3 Year | 11.36% | 14.02% |
5 Year | 20.78% | 20.59% |
Rolling Lumpsum Returns
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 29.71% | 16.78% |
3 Year | 32.87% | 18.05% |
5 Year | 32.51% | 15.38% |
Risk Management
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.598% | 14.09% |
Sharp | 0.432% | 0.55% |
Beta | 0.801% | 0.77% |
Alpha | -2.868% | 0.62% |
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Fund Managers
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | Shridatta Bhandwaldar | Rohit Seksaria |
Total AUM | ₹69491 Cr | ₹0 Cr |
Funds Managed | 12 | 15 |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.84 | 7.11 |
Large Cap | 12 | 5.23 |
Small Cap | 67.33 | 83.36 |
Mid Cap | 16.84 | 4.29 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.8 | 7.57 |
Energy | 2.02 | 0 |
Consumer Defensive | 4.7 | 4.76 |
Financial Services | 20.36 | 17.7 |
Communication Services | 0.82 | 3.4 |
Industrials | 24.96 | 20.93 |
Healthcare | 11.13 | 8.7 |
Basic Materials | 10.13 | 10.1 |
Consumer Cyclical | 15.83 | 17.05 |
Technology | 2.01 | 4.98 |
Utilities | 2.11 | 1.46 |
Real Estate | 2.13 | 3.37 |
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