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) | ₹18990 Cr | ₹26547 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 | -4.05% | -4.8% |
| 6 Month | -6.2% | -7.15% |
| 1 Year | 5.29% | 1.49% |
| 3 Year | 28.98% | 16.87% |
| 5 Year | 24.2% | 20.5% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.3% | -7.7% |
| 1 Year | -7.07% | -9.48% |
| 3 Year | 15.68% | 6.81% |
| 5 Year | 19.79% | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.76% | 16.49% |
| 3 Year | 29.76% | 19.14% |
| 5 Year | 31.83% | 20.52% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.04% | 11.78% |
| Sharp | 1.22% | 0.83% |
| Beta | 0.88% | 0.7% |
| Alpha | 8.06% | 0.83% |
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 | 16.22 | 17.73 |
| Small Cap | 67 | 65.54 |
| Large Cap | 8.54 | 5.46 |
| Mid Cap | 8.25 | 11.28 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.73 | 8.17 |
| Financial Services | 21.05 | 19.24 |
| Basic Materials | 10.63 | 10.52 |
| Consumer Cyclical | 11.98 | 11.52 |
| Industrials | 12.14 | 16.17 |
| Healthcare | 11.51 | 13.36 |
| Real Estate | 9.06 | 4.38 |
| Utilities | 1.12 | 0.87 |
| Consumer Defensive | 4.24 | 5.24 |
| Technology | 5.75 | 8.76 |
| Energy | 0.24 | 0.95 |
| Communication Services | 2.54 | 0.82 |
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