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) | ₹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 | - |
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