Bandhan Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon Bandhan Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Bandhan Small Cap Fund - Regular Plan - Growth
Fund HDFC Small Cap Fund - Growth Option Bandhan Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹26837 Cr ₹3880 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Apr 2008 25 Feb 2020
Category Small Cap Small Cap
Fund Type Open Ended Open-ended
Benchmark S&P BSE 250 SmallCap TRI S&P BSE 250 SmallCap TRI
Turn Over 10.02% %
Expense Ratio 1.62 1.84
Manager Dhruv Muchhal Manish Gunwani
ISIN Code INF179KA1RZ8 INF194KB1AJ8
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Bandhan Small Cap Fund - Regular Plan - Growth
1 Month 6.42% 9.2%
6 Month 16.51% 27.05%
1 Year 42.07% 74.57%
3 Year 26.85% 28.1%
5 Year 27.17% -

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Bandhan Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 15.03% 25.86%
3 Year 52.08% 63.91%
5 Year 122.38% 110.47%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Bandhan Small Cap Fund - Regular Plan - Growth
1 Year 33.72% 37.83%
3 Year 90.05% 88.36%
5 Year 129.98% 121.2%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Bandhan Small Cap Fund - Regular Plan - Growth
Standard Deviation 15.17% 17.04%
Sharp 1.2% 1.12%
Beta 0.76% 0.77%
Alpha 5.21% 0.05%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Bandhan Small Cap Fund - Regular Plan - Growth
Name Dhruv Muchhal Manish Gunwani
Total AUM ₹520687 Cr ₹8731 Cr
Fund Manage 40 4
HDFC Small Cap Fund - Growth Option Bandhan Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Bandhan Small Cap Fund - Regular Plan - Growth

Others 8.87 13.13
Large Cap 4.78 9.11
Small Cap 77.53 70.42
Mid Cap 8.82 7.32

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Bandhan Small Cap Fund - Regular Plan - Growth

Others 8.61 9.93
Financial 11.26 18.97
Services 19.26 9.95
Healthcare 10.43 9.43
Technology 3.9 2.04
Construction 4.92 4.77
Energy 2.27 5.7
Capital Goods 12.82 6.42
Metals & Mining 4.86 6.4
Consumer Discretionary 4.85 2.71
Diversified 1.56 2.14
Automobile 4.98 3.29
Textiles 1.44 5.1
Chemicals 3.51 2.53
Consumer Staples 3.13 5.5
Materials 2.2 4.56
Communication - 0.54

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