Compare Mutual Funds

Insights from Fund Comparison

• Both HSBC Small Cap Fund - Direct (G) and Canara Robeco Small Cap Fund - Regular (IDCW) are Small Cap Fund, Equity schemes. HSBC Small Cap Fund - Direct (G) is 11 yrs 11 m old and manages ₹15,374.92 Crs, whereas Canara Robeco Small Cap Fund - Regular (IDCW) is 7 yrs 2 m old with ₹12,768.62 Crs.
• HSBC Small Cap Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• HSBC Small Cap Fund - Direct (G) has its top 3 sectors in Banks (8.36%), Finance (7.88%), and Pharmaceuticals (7.51%), while Canara Robeco Small Cap Fund - Regular (IDCW) focuses on Banks (11.01%), Finance (9.84%), and Pharmaceuticals (7.31%).
• Both funds have identical top sector allocations, so sector-level performance will likely impact them similarly.
• HSBC Small Cap Fund - Direct (G) holds Treps (3.86%), Karur Vysya Bank Limited (3.09%), The Federal Bank Limited (2.09%), APAR INDUSTRIES LTD (1.97%), and Mtar Technologies Limited (1.94%), whereas Canara Robeco Small Cap Fund - Regular (IDCW) holds Multi Commodity Exchange Of India Ltd (3.43%), KEI Industries Ltd (3.12%), Karur Vysya Bank Ltd (3.11%), Ge Vernova T&D India Ltd (2.55%), and City Union Bank Ltd (2.46%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, HSBC Small Cap Fund - Direct (G) has 96.58% equity and 0.00% debt, while Canara Robeco Small Cap Fund - Regular (IDCW) has 97.22% equity and 0.00% debt.
• Risk profile is similar for both funds.
• HSBC Small Cap Fund - Direct (G) outperformed Canara Robeco Small Cap Fund - Regular (IDCW) across all timeframes (3M, 6M, 1Y, 3Y, 5Y), demonstrating consistent performance and resilience in all market cycles. Returns were -11.57% , -12.20% , -3.79% , 14.86% , and 19.10% versus Canara Robeco Small Cap Fund - Regular (IDCW)'s -11.47% , -10.58% , -0.70% , 13.28% , and 16.92% .