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) | ₹14062 Cr | ₹26143 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 | -4.08% | -3.31% |
6 Month | 15.25% | 13.13% |
1 Year | 4.31% | 4.02% |
3 Year | 29.55% | 19.08% |
5 Year | 31.87% | 27.77% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.59% | 3.96% |
1 Year | 4.79% | 4.8% |
3 Year | 28.16% | 16.85% |
5 Year | 26.35% | 19.59% |
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 | 17.65% | 11.78% |
Sharp | 1.29% | 1.05% |
Beta | 0.89% | 0.69% |
Alpha | 5.92% | 1.3% |
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 | 15.16 | 14.09 |
Large Cap | 7.6 | 3.74 |
Small Cap | 68.34 | 68.76 |
Mid Cap | 8.9 | 13.42 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 12.45 | 10.43 |
Energy | 0.09 | - |
Financial Services | 20.52 | 17.62 |
Consumer Cyclical | 11.99 | 10.06 |
Communication Services | 1.75 | 0.91 |
Industrials | 12.99 | 18.08 |
Healthcare | 12.14 | 14.1 |
Real Estate | 8.53 | 4.26 |
Utilities | 1.3 | 0.6 |
Basic Materials | 10.07 | 12.07 |
Consumer Defensive | 4.7 | 5.49 |
Technology | 3.46 | 6.39 |
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