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) | ₹11744 Cr | ₹4914 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 | 3.54% | 4.56% |
6 Month | 1.13% | 0.59% |
1 Year | 14.8% | 1.42% |
3 Year | 35.22% | 23.91% |
5 Year | 36.4% | 28.99% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
6 Month | 13.64% | 14.5% |
1 Year | 14.13% | 10.96% |
3 Year | 33.91% | 19.73% |
5 Year | 29.85% | 19.68% |
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 | 18.17% | 17.91% |
Sharp | 1.28% | 0.77% |
Beta | 0.88% | 0.87% |
Alpha | 6.16% | -3.03% |
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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 | 8.74 | 4.74 |
Large Cap | 5.39 | 2.68 |
Small Cap | 74.4 | 81.52 |
Mid Cap | 11.48 | 11.06 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Others | 8.5 | 4.29 |
Basic Materials | 11.69 | 11.62 |
Energy | 0.41 | - |
Financial Services | 18.71 | 13.07 |
Consumer Cyclical | 13.18 | 20.03 |
Communication Services | 0.84 | 0 |
Healthcare | 12.33 | 8.77 |
Industrials | 14.98 | 25.32 |
Real Estate | 7.4 | 5.33 |
Utilities | 1.79 | 0.95 |
Consumer Defensive | 5.33 | 6.83 |
Technology | 4.84 | 3.8 |
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