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 Risk | Very High Risk |
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 | -8.14% | -9.75% |
6 Month | -16.55% | -15.09% |
1 Year | 2.27% | -1.58% |
3 Year | 14.94% | 16.4% |
5 Year | 25.61% | 21.46% |
SIP Return Analysis
Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -15.66% | -16.91% |
3 Year | 12.2% | 14.11% |
5 Year | 22.67% | 21.53% |
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 | 15.163% | 14.09% |
Sharp | 0.635% | 0.68% |
Beta | 0.767% | 0.74% |
Alpha | -1.34% | 1.72% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 3.2 | 4.61 |
Small Cap | 68.37 | 85.31 |
Large Cap | 11.89 | 3.23 |
Mid Cap | 16.83 | 6.85 |
Sector Allocation
Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.2 | 4.61 |
Realty | 2.21 | 3.42 |
Petroleum Products | 0.78 | 0.95 |
Food Products | 1.39 | - |
Capital Markets | 11.32 | 7.76 |
Transport Services | 2.33 | 0.28 |
Healthcare Services | 3.13 | 3.54 |
Chemicals & Petrochemicals | 1.94 | 3.04 |
Pharmaceuticals & Biotechnology | 7.4 | 4.78 |
Banks | 4.27 | 7.91 |
Leisure Services | 3.01 | 3.37 |
Paper, Forest & Jute Products | 2.15 | - |
Industrial Manufacturing | 5.66 | 0.86 |
Electrical Equipment | 3.32 | 2.09 |
Consumer Durables | 6.74 | 8.18 |
Retailing | 3.13 | - |
IT - Software | 1.69 | 4.07 |
Personal Products | 0.36 | 2.27 |
Fertilizers & Agrochemicals | 1.36 | 1.69 |
Finance | 6.16 | 5.47 |
IT - Services | 1.37 | 4.96 |
Non - Ferrous Metals | 1.09 | - |
Diversified FMCG | 0.83 | - |
Industrial Products | 7.24 | 10.56 |
Entertainment | 0.47 | 1.4 |
Construction | 3.11 | 4.26 |
Oil | 0.95 | - |
Aerospace & Defense | 2.42 | - |
Auto Components | 3.68 | 5.11 |
Cement & Cement Products | 2.88 | 1.67 |
Power | 2.02 | - |
Household Products | 0.88 | - |
Textiles & Apparels | 0.71 | 0.83 |
Beverages | 0.64 | 1.8 |
Commercial Services & Supplies | 0.45 | - |
Agricultural Food & other Products | - | 0.94 |
Automobiles | - | 0.83 |
Gas | - | 1.7 |
Other Consumer Services | - | 1.06 |
Insurance | - | 0.59 |
Top Comparisons
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns18.32%
Axis Growth Opportunities Fund - Regular Plan - Growth
3Y Returns14.39%
HDFC Corporate Bond Fund - Growth Option
3Y Returns6.5%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns6.78%
Franklin India Government Securities Fund - Growth
3Y Returns5.28%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns5.94%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns17.62%
Quant Large and Mid Cap Fund-Growth
3Y Returns17.85%