Bandhan Small Cap Fund vs Axis 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 | -4.12% | -4.1% |
| 6 Month | -1.14% | -2.09% |
| 1 Year | -5.1% | -5.1% |
| 3 Year | 28.38% | 16.9% |
| 5 Year | 25.69% | 21.83% |
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 | 29.23% | 16.71% |
| 3 Year | 29.79% | 19.3% |
| 5 Year | 32.54% | 20.5% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.02% | 11.78% |
| Sharp | 1.19% | 0.84% |
| Beta | 0.89% | 0.7% |
| Alpha | 8.50% | 1.26% |
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 | 18.01 | 13.75 |
| Small Cap | 65.09 | 68.75 |
| Large Cap | 8.35 | 5.12 |
| Mid Cap | 8.56 | 12.38 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.92 | 8.14 |
| Financial Services | 21.35 | 19.23 |
| Consumer Cyclical | 11.97 | 11.69 |
| Industrials | 11.17 | 15.57 |
| Healthcare | 11.28 | 13.34 |
| Real Estate | 8.03 | 4.35 |
| Utilities | 0.87 | 0.9 |
| Basic Materials | 10.26 | 10.48 |
| Consumer Defensive | 4.14 | 5.47 |
| Technology | 5.3 | 9.11 |
| Energy | 0.26 | 0.94 |
| Communication Services | 2.45 | 0.75 |
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