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) | ₹17380 Cr | ₹26769 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 | -3.24% | -2.95% |
| 6 Month | -0.92% | -0.73% |
| 1 Year | -4.8% | -4.47% |
| 3 Year | 28.64% | 17.28% |
| 5 Year | 26.65% | 22.49% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.56% | -1.82% |
| 1 Year | 9.76% | 6.55% |
| 3 Year | 22.76% | 13.03% |
| 5 Year | 23.2% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 29.64% | 16.83% |
| 3 Year | 29.83% | 19.37% |
| 5 Year | 33.37% | 20.47% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.02% | 14.32% |
| Sharp | 1.19% | 0.78% |
| Beta | 0.89% | 0.70% |
| Alpha | 8.50% | 1.03% |
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 | 15.73 | 13.94 |
| Small Cap | 66.83 | 69.1 |
| Large Cap | 8.21 | 4.38 |
| Mid Cap | 9.24 | 12.58 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.99 | 9.46 |
| Financial Services | 21.46 | 18.35 |
| Consumer Cyclical | 11.94 | 10.99 |
| Industrials | 11.71 | 15.76 |
| Healthcare | 11.5 | 13.01 |
| Real Estate | 8.43 | 4.63 |
| Utilities | 0.99 | 0.87 |
| Basic Materials | 10.31 | 11.35 |
| Consumer Defensive | 4.49 | 5.1 |
| Technology | 5.28 | 9.17 |
| Energy | 0.28 | 0.44 |
| Communication Services | 2.62 | 0.87 |
Top Comparisons
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.15%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.38%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns7.4%
ICICI Prudential Technology Fund - Growth
3Y Returns15.38%
SBI Technology Opportunities Fund Regular Growth
3Y Returns17.5%
HDFC Gilt Fund - Growth Plan
3Y Returns6.81%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.15%