Aditya Birla Sun Life Small Cap Fund vs Canara Robeco Small Cap Fund compare
Aditya Birla Sun Life Small Cap Fund - GROWTH
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4585 Cr | ₹11528 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 May 2007 | 15 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 34% | 3% |
Expense Ratio | 1.89 | 1.7 |
Manager | Dhaval Joshi | Shridatta Bhandwaldar |
ISIN Code | INF209K01EN2 | INF760K01JF9 |
Exits Load | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.81% | 6.35% |
6 Month | -5.81% | -5.97% |
1 Year | 6.06% | 4.97% |
3 Year | 20.97% | 19.8% |
5 Year | 30.83% | 35.26% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.07% | 3.83% |
1 Year | -2.5% | -3.76% |
3 Year | 17.19% | 16.13% |
5 Year | 18.8% | 21.95% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.9% | 27.39% |
3 Year | 16.56% | 31.71% |
5 Year | 14.93% | 32.73% |
Risk Management
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.578% | 16.598% |
Sharp | 0.355% | 0.432% |
Beta | 0.854% | 0.801% |
Alpha | -4.461% | -2.868% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Shridatta Bhandwaldar |
Total AUM | ₹361932 Cr | ₹69491 Cr |
Funds Managed | 55 | 12 |
Aditya Birla Sun Life Small Cap Fund - GROWTH | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.74 | 3.84 |
Small Cap | 81.52 | 67.33 |
Mid Cap | 11.06 | 16.84 |
Large Cap | 2.68 | 12 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.29 | 3.8 |
Consumer Defensive | 6.83 | 4.7 |
Consumer Cyclical | 20.03 | 15.83 |
Industrials | 25.32 | 24.96 |
Technology | 3.8 | 2.01 |
Financial Services | 13.07 | 20.36 |
Basic Materials | 11.62 | 10.13 |
Healthcare | 8.77 | 11.13 |
Communication Services | 0 | 0.82 |
Real Estate | 5.33 | 2.13 |
Utilities | 0.95 | 2.11 |
Energy | - | 2.02 |
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