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UTI Small Cap Fund vs Canara Robeco Small Cap Fund compare
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11528 Cr | ₹4351 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 15 Feb 2019 | 22 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 3% | 12.69% |
| Expense Ratio | 1.7 | 1.9 |
| Manager | Shridatta Bhandwaldar | Deepesh Agarwal |
| ISIN Code | INF760K01JF9 | INF789F1AUO6 |
| 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 | UTI 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 | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.46% | 6.29% |
| 6 Month | -15.22% | -13.7% |
| 1 Year | 3.82% | 10.41% |
| 3 Year | 12.5% | 14% |
| 5 Year | 33.96% | - |
SIP Return Analysis
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.68% | -5.19% |
| 1 Year | -14.93% | -11.1% |
| 3 Year | 12.79% | 15.1% |
| 5 Year | 20.94% | - |
Rolling Lumpsum Returns
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 29.71% | 25.55% |
| 3 Year | 32.87% | 22.88% |
| 5 Year | 32.51% | - |
Risk Management
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.598% | 15.798% |
| Sharp | 0.432% | 0.643% |
| Beta | 0.801% | 0.797% |
| Alpha | -2.868% | -1.253% |
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Fund Managers
| Scheme Name | Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Shridatta Bhandwaldar | Deepesh Agarwal |
| Total AUM | ₹69491 Cr | ₹35015 Cr |
| Funds Managed | 12 | 9 |
| Canara Robeco Small Cap Fund - Regular Plan - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.84 | 4.22 |
| Large Cap | 12 | - |
| Small Cap | 67.33 | 80.51 |
| Mid Cap | 16.84 | 15.27 |
Sector Allocation
| Scheme Name |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.8 | 4.06 |
| Energy | 2.02 | - |
| Consumer Defensive | 4.7 | 5.74 |
| Financial Services | 20.36 | 11.96 |
| Communication Services | 0.82 | 4.69 |
| Industrials | 24.96 | 23.36 |
| Healthcare | 11.13 | 13.9 |
| Basic Materials | 10.13 | 13.07 |
| Consumer Cyclical | 15.83 | 10.66 |
| Technology | 2.01 | 11.08 |
| Utilities | 2.11 | - |
| Real Estate | 2.13 | 1.48 |
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