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) | ₹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 | - |
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