Canara Robeco Small Cap Fund - Direct Plan - Growth Option
Fund House: Canara Robeco Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 25-02-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 0.51% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,084.44 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 21% | Exit Load: 1% if redeemed / switched out within 365 days from the date of allotment. Nil - if redeemed / switched out after 365 days from the date of allotment. |
38.87
0.01 (0.0257%)
24.45%
Benchmark: 15.91%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 4 Months
5 Years 3 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.43 |
| Sharpe Ratio | 0.43 |
| Alpha | -1.24 |
| Beta | 0.77 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Canara Robeco Small Cap Fund - Direct Plan - Growth Option | 25-02-2019 | 1.99 | 21.62 | 15.19 | 35.24 | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 9.98 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 9.46 | 39.01 | 25.76 | 34.71 | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 8.35 | 30.87 | 22.79 | 32.48 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 6.61 | 22.91 | 15.45 | - | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 6.37 | 22.5 | 16.95 | 29.11 | 17.7 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 3.19 | 32.01 | 23.81 | 28.37 | - |
| Edelweiss Small Cap Fund - Regular Plan - Growth | 01-02-2019 | 1.94 | 23.42 | 18.02 | 32.8 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 1.7 | 25.21 | 18.39 | 33.25 | - |
| Kotak-Small Cap Fund - Growth | 24-02-2005 | 1.37 | 19.88 | 13.02 | 32.05 | 16.75 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
67.06%
Others
4.05%
Large Cap
11.69%
Mid Cap
17.2%
