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

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tortoise-icon Bandhan Small Cap Fund Regular Growth

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

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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) ₹14562 Cr ₹4824 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 4.38% 3.43%
6 Month 23.27% 21.87%
1 Year -1.8% -6.43%
3 Year 29.41% 17.32%
5 Year 29.95% 22.85%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month 5.41% 3.59%
1 Year 13.97% 8.51%
3 Year 29.37% 15.07%
5 Year 26.88% 16.19%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 32.72% 11.27%
3 Year 29.89% 16.73%
5 Year 35.96% 15.06%

Risk Management

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 17.94% 17.55%
Sharp 1.11% 0.58%
Beta 0.90% 0.88%
Alpha 5.84% -3.60%

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 15.16 7.76
Large Cap 7.6 3.11
Small Cap 68.34 77.4
Mid Cap 8.9 11.73

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 12.45 5.3
Energy 0.09 -
Financial Services 20.52 17.5
Consumer Cyclical 11.99 17.51
Communication Services 1.75 -
Industrials 12.99 18.85
Healthcare 12.14 12
Real Estate 8.53 4.78
Utilities 1.3 1.49
Basic Materials 10.07 12.54
Consumer Defensive 4.7 7.66
Technology 3.46 2.38

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