Bandhan Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Bandhan Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Fund | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹36353 Cr | ₹14062 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Apr 2008 | 26 Feb 2020 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | 10.02% | % |
Expense Ratio | 1.57 | 1.72 |
Manager | Dhruv Muchhal | Manish Gunwani |
ISIN Code | INF179KA1RZ8 | INF194KB1AJ8 |
Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
1 Month | -2.19% | -4.65% |
6 Month | 20.13% | 18.18% |
1 Year | 2.42% | 3.22% |
3 Year | 23.85% | 29.24% |
5 Year | 30.79% | 31.37% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
6 Month | 7.54% | 4.59% |
1 Year | 9.68% | 4.79% |
3 Year | 18.16% | 28.16% |
5 Year | 22.21% | 26.35% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.84% | 32.72% |
3 Year | 19.76% | 29.89% |
5 Year | 17.3% | 35.96% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.41% | 17.65% |
Sharp | 1.16% | 1.29% |
Beta | 0.78% | 0.89% |
Alpha | 3.15% | 5.92% |
Fund Managers
Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Manish Gunwani |
Total AUM | ₹520687 Cr | ₹8731 Cr |
Funds Managed | 40 | 4 |
HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
---|---|---|
Others | 9.49 | 15.16 |
Small Cap | 78.55 | 68.34 |
Mid Cap | 8.23 | 8.9 |
Large Cap | 3.74 | 7.6 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
---|---|---|
Others | 8.93 | 12.45 |
Industrials | 23.59 | 12.99 |
Consumer Cyclical | 18.21 | 11.99 |
Consumer Defensive | 2.24 | 4.7 |
Financial Services | 11.31 | 20.52 |
Communication Services | 1.75 | 1.75 |
Healthcare | 12.61 | 12.14 |
Basic Materials | 7.92 | 10.07 |
Utilities | 0.36 | 1.3 |
Technology | 13.07 | 3.46 |
Energy | - | 0.09 |
Real Estate | - | 8.53 |
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