Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹18174 Cr ₹5049 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 -0.57% -1.01%
6 Month 1.94% 0.43%
1 Year 0.02% -2.89%
3 Year 31.66% 19.75%
5 Year 26.34% 18.98%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month -2.63% -2.36%
1 Year 5.88% 5.57%
3 Year 22.03% 10.86%
5 Year 23.12% 13.55%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 29.23% 9.76%
3 Year 29.79% 16.91%
5 Year 32.54% 15.47%

Risk Management

Scheme Name Bandhan Small Cap Fund Regular Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 18.02% 15.15%
Sharp 1.19% 0.7%
Beta 0.89% 0.87%
Alpha 8.50% -1.11%

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 18.01 8.26
Small Cap 65.09 77.11
Large Cap 8.35 2.26
Mid Cap 8.56 12.37

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 12.92 4.78
Financial Services 21.35 21.05
Consumer Cyclical 11.97 16.27
Industrials 11.17 17.47
Healthcare 11.28 13.34
Real Estate 8.03 4.69
Utilities 0.87 1.48
Basic Materials 10.26 11.23
Consumer Defensive 4.14 7.45
Technology 5.3 2.25
Energy 0.26 -
Communication Services 2.45 -

Top Comparisons

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns17.52%

VS

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

3Y Returns17.62%

Compare Now

SBI Medium to Long Duration Fund-Regular Plan-Growth SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns6.96%

VS

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns6.44%

Compare Now

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns10.79%

VS

LIC MF Balanced Advantage Fund Regular - Growth LIC MF Balanced Advantage Fund Regular - Growth

3Y Returns9.82%

Compare Now
Add to Cart Successfully