Axis Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15738 Cr | ₹25975 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Feb 2020 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 5% |
| Expense Ratio | 1.72 | 1.61 |
| Manager | Manish Gunwani | Shreyash Devalkar |
| ISIN Code | INF194KB1AJ8 | INF846K01K01 |
| 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 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.13% | 1.43% |
| 6 Month | 11.64% | 7.88% |
| 1 Year | 7.83% | 6.66% |
| 3 Year | 31.12% | 19.11% |
| 5 Year | 29.71% | 24.93% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.66% | 1.12% |
| 1 Year | 15.9% | 10.71% |
| 3 Year | 26.73% | 15.59% |
| 5 Year | 25.31% | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 30.02% | 17% |
| 3 Year | 29.79% | 19.44% |
| 5 Year | 34.67% | 20.33% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.86% | 11.78% |
| Sharp | 1.25% | 0.93% |
| Beta | 0.89% | 0.7% |
| Alpha | 7.57% | 0.94% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Manish Gunwani | Shreyash Devalkar |
| Total AUM | ₹8731 Cr | ₹166770 Cr |
| Funds Managed | 4 | 14 |
| Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 14.77 | 14.56 |
| Small Cap | 67.72 | 68.95 |
| Large Cap | 7.98 | 3.37 |
| Mid Cap | 9.53 | 13.12 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 10.82 |
| Financial Services | 20.88 | 17.03 |
| Consumer Cyclical | 12.07 | 11.15 |
| Communication Services | 2.6 | 0.91 |
| Industrials | 12.42 | 16.2 |
| Healthcare | 11.54 | 13.47 |
| Real Estate | 8.24 | 4.25 |
| Utilities | 1.3 | 0.58 |
| Basic Materials | 10.3 | 11.37 |
| Consumer Defensive | 4.66 | 5.22 |
| Technology | 4.86 | 8.99 |
| Energy | 0.14 | - |
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