Tata Small Cap Fund vs Canara Robeco Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

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

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Chart Comparison

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

Overview

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7868 Cr ₹11498 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Nov 2018 05 Feb 2019
Category Small Cap Small Cap
Fund Type Close Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over 4.59% 3%
Expense Ratio 1.72 1.69
Manager Chandraprakash Padiyar Shridatta Bhandwaldar
ISIN Code INF277K015O2 INF760K01JF9
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month -7.23% -3.83%
6 Month 15.33% 18.07%
1 Year 36.99% 33.68%
3 Year 22.11% 19.72%
5 Year 31.2% 33.45%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 41.12% 24.49%
3 Year 34.95% 26.08%
5 Year 35.8% 32.02%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 27.86% 31.22%
3 Year 30.27% 33.66%
5 Year 27.96% 31.6%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.28% 13.8%
Sharp 1.35% 1.28%
Beta 0.67% 0.7%
Alpha 5.5% 4.67%

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Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name Chandraprakash Padiyar Shridatta Bhandwaldar
Total AUM ₹15627 Cr ₹69491 Cr
Fund Manage 3 12
Tata Small Cap Fund-Regular Plan-Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 6.71 8.1
Small Cap 91.58 67
Mid Cap 1.71 13.59
Large Cap - 11.31

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 6.57 3.95
Healthcare 7.97 9.82
Financial 13.46 16.21
Metals & Mining 8.28 3.03
Services 13.52 11.07
Technology 5.24 5.18
Consumer Staples 7.52 6.36
Materials 6.51 7.02
Capital Goods 11.25 18.31
Construction 4.58 6.96
Chemicals 9.78 1.77
Automobile 1.54 3.13
Consumer Discretionary 1.31 2.45
Textiles 2.47 0.66
Energy - 4.08

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