UTI Small Cap Fund 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 UTI 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 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) ₹11498 Cr ₹3608 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2019 05 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 1.69 1.85
Manager Shridatta Bhandwaldar Deepesh Agarwal
ISIN Code INF760K01JF9 INF789F1AUO6
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1% if redeemed within one year./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 2.65% 2.62%
6 Month 22.69% 24.5%
1 Year 43.46% 41.94%
3 Year 27.02% 24.37%
5 Year 36.17% -

SIP Return Analysis

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 18.05% 14.6%
3 Year 45.29% 39.61%
5 Year 125.83% 50.96%

Rolling Lumpsum Returns

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option
1 Year 36.72% 21.52%
3 Year 93.78% 54.93%
5 Year 138.1% 58.81%

Risk Management

Scheme Name Canara Robeco Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.8% 13.53%
Sharp 1.28% 1.09%
Beta 0.7% 0.72%
Alpha 4.67% 2.51%

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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
Fund Manage 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 8.1 3.85
Mid Cap 13.59 12.18
Large Cap 11.31 -
Small Cap 67 83.91

Sector Allocation

Scheme Name

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

UTI Small Cap Fund - Regular Plan - Growth Option

Others 3.95 2.58
Capital Goods 18.31 11.39
Services 11.07 13.27
Automobile 3.13 3.71
Consumer Staples 6.36 2.32
Financial 16.21 12.56
Consumer Discretionary 2.45 6.53
Materials 7.02 4.1
Construction 6.96 5.69
Energy 4.08 1.14
Healthcare 9.82 11.67
Metals & Mining 3.03 8.08
Technology 5.18 8.19
Chemicals 1.77 4.16
Textiles 0.66 4.55

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