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) | ₹14562 Cr | ₹25569 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 | 4.94% | 3.56% |
6 Month | 24.02% | 19.41% |
1 Year | -1.45% | -0.94% |
3 Year | 29.61% | 19.04% |
5 Year | 30.15% | 25.86% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 5.41% | 3.9% |
1 Year | 13.97% | 10.93% |
3 Year | 29.37% | 17.65% |
5 Year | 26.88% | 19.68% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 32.72% | 17.75% |
3 Year | 29.89% | 19.97% |
5 Year | 35.96% | 20% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.94% | 11.78% |
Sharp | 1.11% | 0.87% |
Beta | 0.90% | 0.69% |
Alpha | 5.84% | 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 | 16.17 | 14.44 |
Small Cap | 67.29 | 68.87 |
Large Cap | 7.38 | 3.77 |
Mid Cap | 9.16 | 12.92 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 12.41 | 10.75 |
Financial Services | 20.23 | 17.07 |
Consumer Cyclical | 12.25 | 10.3 |
Communication Services | 2.57 | 0.91 |
Industrials | 12.25 | 18.03 |
Healthcare | 11.8 | 13.96 |
Real Estate | 8.16 | 4.16 |
Utilities | 1.25 | 0.57 |
Basic Materials | 10.37 | 11.55 |
Consumer Defensive | 4.33 | 5.54 |
Technology | 4.29 | 7.17 |
Energy | 0.09 | - |
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