Sundaram Small Cap Fund Regular Plan vs Canara Robeco Small Cap Fund compare

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

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

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

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) ₹11498 Cr ₹3333 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2019 10 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 1.69 1.93
Manager Shridatta Bhandwaldar Rohit Seksaria
ISIN Code INF760K01JF9 INF903J01470
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Month -7.06% -7.27%
6 Month 8.86% 7.33%
1 Year 26.83% 23.15%
3 Year 19.45% 18.19%
5 Year 32.68% 27.02%

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 24.49% 22.27%
3 Year 26.08% 28.41%
5 Year 32.02% 30.37%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Year 31.22% 16.53%
3 Year 33.66% 17.99%
5 Year 31.6% 15.23%

Risk Management

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 13.8% 14.09%
Sharp 1.28% 1%
Beta 0.7% 0.75%
Alpha 4.67% 1.64%

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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
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 8.1 6.79
Large Cap 11.31 7.72
Small Cap 67 76.79
Mid Cap 13.59 8.71

Sector Allocation

Scheme Name

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 3.95 2.48
Energy 4.08 1.2
Consumer Staples 6.36 6.04
Financial 16.21 24.44
Healthcare 9.82 8.1
Chemicals 1.77 2.36
Services 11.07 11.54
Consumer Discretionary 2.45 5.01
Capital Goods 18.31 10.59
Materials 7.02 4.69
Technology 5.18 8.31
Metals & Mining 3.03 2.72
Construction 6.96 6.33
Automobile 3.13 3.14
Textiles 0.66 1.12
Unclassified - 1.94

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