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) | ₹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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