Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

Aditya Birla Sun Life Small Cap Fund vs Bandhan Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Small Cap Fund Regular Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹15738 Cr ₹4882 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 -1.22% -0.33%
6 Month 12.91% 11.93%
1 Year -1.18% -6.37%
3 Year 30.19% 17.87%
5 Year 30.66% 23.14%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month 0.56% 0.2%
1 Year 10.91% 8.95%
3 Year 26.68% 13.89%
5 Year 25.51% 15.44%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 31.46% 10.78%
3 Year 29.82% 16.8%
5 Year 35.55% 15.13%

Risk Management

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 17.88% 17.53%
Sharp 1.16% 0.61%
Beta 0.90% 0.88%
Alpha 5.97% -3.86%

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 14.77 7.24
Small Cap 67.72 77.43
Large Cap 7.98 3.33
Mid Cap 9.53 12

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 10.57 4.72
Financial Services 20.88 19.18
Consumer Cyclical 12.07 16.52
Communication Services 2.6 -
Industrials 12.42 18.97
Healthcare 11.54 14.05
Real Estate 8.24 4.08
Utilities 1.3 1.46
Basic Materials 10.74 11.49
Consumer Defensive 4.66 7.43
Technology 4.86 2.1
Energy 0.14 -

Top Comparisons

Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

3Y Returns8.02%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns7.52%

Compare Now

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns7.57%

VS

LIC MF Money Market Fund Regular - Growth LIC MF Money Market Fund Regular - Growth

3Y Returns6.37%

Compare Now

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns17.8%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns16.55%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns14.06%

Compare Now
Add to Cart Successfully