Aditya Birla Sun Life Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12982 Cr | ₹5134 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2020 | 31 May 2007 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | % | 34% |
Expense Ratio | 1.72 | 1.89 |
Manager | Manish Gunwani | Dhaval Joshi |
ISIN Code | INF194KB1AJ8 | INF209K01EN2 |
Exits Load | Bandhan Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
1 Month | -0.03% | 0.28% |
6 Month | 6.18% | 3.72% |
1 Year | 9.85% | -2.36% |
3 Year | 33.42% | 21.72% |
5 Year | 35.76% | 27.78% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
6 Month | 12.98% | 12.65% |
1 Year | 15.04% | 10.41% |
3 Year | 33.1% | 18.37% |
5 Year | 29.32% | 18.78% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
1 Year | 37.04% | 11.9% |
3 Year | 29.57% | 16.56% |
5 Year | 35.67% | 14.93% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Standard Deviation | 17.80% | 17.64% |
Sharp | 1.44% | 0.94% |
Beta | 0.88% | 0.88% |
Alpha | 5.48% | -3.37% |
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Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Name | Manish Gunwani | Dhaval Joshi |
Total AUM | ₹8731 Cr | ₹361932 Cr |
Funds Managed | 4 | 55 |
Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Others | 14.34 | 4.89 |
Large Cap | 5.73 | 3.37 |
Small Cap | 70.94 | 80.05 |
Mid Cap | 9 | 11.69 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Others | 14.49 | 4.56 |
Basic Materials | 10.22 | 11.98 |
Energy | 0.3 | - |
Financial Services | 18.86 | 18.16 |
Consumer Cyclical | 12.57 | 18.1 |
Communication Services | 0.58 | - |
Healthcare | 11.98 | 10.2 |
Industrials | 12.26 | 20.08 |
Real Estate | 8.39 | 4.81 |
Utilities | 1.5 | 1.45 |
Consumer Defensive | 4.97 | 7.9 |
Technology | 3.86 | 2.76 |
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