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) | ₹17380 Cr | ₹5127 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 | -3.39% | -4.09% |
| 6 Month | 0.87% | -0.75% |
| 1 Year | -3.45% | -5.86% |
| 3 Year | 28.53% | 16.28% |
| 5 Year | 27.06% | 19.19% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -0.39% | -1% |
| 1 Year | 10.3% | 7.97% |
| 3 Year | 23.2% | 11.24% |
| 5 Year | 23.46% | 13.47% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 29.64% | 9.97% |
| 3 Year | 29.83% | 16.94% |
| 5 Year | 33.37% | 15.46% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 17.86% | 15.15% |
| Sharp | 1.25% | 0.7% |
| Beta | 0.89% | 0.87% |
| Alpha | 7.57% | -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 | 15.73 | 5.37 |
| Small Cap | 66.83 | 76.38 |
| Large Cap | 8.21 | 2.29 |
| Mid Cap | 9.24 | 15.59 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 10.99 | 5.37 |
| Financial Services | 21.46 | - |
| Consumer Cyclical | 11.94 | - |
| Industrials | 11.71 | - |
| Healthcare | 11.5 | - |
| Real Estate | 8.05 | - |
| Utilities | 0.99 | - |
| Basic Materials | 10.7 | - |
| Consumer Defensive | 4.49 | - |
| Technology | 5.28 | - |
| Energy | 0.28 | - |
| Communication Services | 2.62 | - |
| Food Products | - | 3.49 |
| Auto Components | - | 7.16 |
| Industrial Manufacturing | - | 3.99 |
| Textiles & Apparels | - | 3.39 |
| Banks | - | 6.71 |
| Chemicals & Petrochemicals | - | 4.84 |
| Consumer Durables | - | 5.06 |
| Paper, Forest & Jute Products | - | 1.53 |
| Healthcare Services | - | 4.82 |
| Commercial Services & Supplies | - | 1.47 |
| Electrical Equipment | - | 5.68 |
| Construction | - | 2.7 |
| Industrial Products | - | 5.17 |
| Pharmaceuticals & Biotechnology | - | 8 |
| IT - Software | - | 1.48 |
| Ferrous Metals | - | 0.44 |
| Finance | - | 8.68 |
| IT - Services | - | 0.95 |
| Non - Ferrous Metals | - | 1.19 |
| Capital Markets | - | 3.76 |
| Cement & Cement Products | - | 2.91 |
| Financial Technology (Fintech) | - | 0.78 |
| Agricultural Food & other Products | - | 1.81 |
| Leisure Services | - | 0.95 |
| Power | - | 1.54 |
| Minerals & Mining | - | 0.75 |
| Personal Products | - | 0.42 |
| Retailing | - | 0.33 |
| Realty | - | 2.71 |
| Beverages | - | 1.55 |
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