Tata Small Cap Fund vs Canara Robeco Small Cap Fund compare
Tata Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8883 Cr | ₹11528 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 12 Nov 2018 | 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 | 4.59% | 3% |
Expense Ratio | 1.7 | 1.7 |
Manager | Chandraprakash Padiyar | Shridatta Bhandwaldar |
ISIN Code | INF277K015O2 | INF760K01JF9 |
Exits Load | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.42% | 2.6% |
6 Month | -14.32% | -13.01% |
1 Year | 8.47% | 5.66% |
3 Year | 20.63% | 13.15% |
5 Year | 35.15% | 34.83% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.43% | -4.68% |
1 Year | -13.81% | -14.93% |
3 Year | 17.11% | 12.79% |
5 Year | 23.75% | 20.94% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 28.19% | 29.71% |
3 Year | 29.82% | 32.87% |
5 Year | 28.63% | 32.51% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.861% | 16.598% |
Sharp | 0.793% | 0.432% |
Beta | 0.736% | 0.801% |
Alpha | 3.356% | -2.868% |
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Fund Managers
Scheme Name | Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Chandraprakash Padiyar | Shridatta Bhandwaldar |
Total AUM | ₹15627 Cr | ₹69491 Cr |
Funds Managed | 3 | 12 |
Tata Small Cap Fund Regular Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.03 | 3.84 |
Small Cap | 84.22 | 67.33 |
Mid Cap | 8.75 | 16.84 |
Large Cap | - | 12 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.25 | 3.8 |
Healthcare | 10.59 | 11.13 |
Basic Materials | 18.16 | 10.13 |
Consumer Cyclical | 15.97 | 15.83 |
Financial Services | 8.32 | 20.36 |
Technology | 5.85 | 2.01 |
Real Estate | 3.86 | 2.13 |
Industrials | 24.35 | 24.96 |
Consumer Defensive | 3.84 | 4.7 |
Utilities | 0.82 | 2.11 |
Energy | - | 2.02 |
Communication Services | - | 0.82 |
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