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) | ₹9236 Cr | ₹4585 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 | 9.08% | 6.59% |
6 Month | -3.64% | -5.95% |
1 Year | 16.23% | 1.3% |
3 Year | 34.98% | 23.08% |
5 Year | 36.63% | 29.16% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
6 Month | 13.21% | 11.86% |
1 Year | 13.79% | 6.55% |
3 Year | 33.76% | 18.33% |
5 Year | 29.88% | 19.08% |
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 | 17.776% | 17.578% |
Sharp | 0.978% | 0.355% |
Beta | 0.905% | 0.854% |
Alpha | 4.369% | -4.461% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Franklin India Corporate Debt Fund - Growth
3Y Returns7.63%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.44%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns19.98%
Quant Absolute Fund-Growth
3Y Returns16.51%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns19.07%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns21.26%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.45%
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth
3Y Returns8.06%