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) | ₹36294 Cr | ₹14562 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 | 4.44% | 4.94% |
6 Month | 28% | 24.02% |
1 Year | 0.8% | -1.45% |
3 Year | 23.32% | 29.61% |
5 Year | 29.77% | 30.15% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
6 Month | 7.65% | 5.41% |
1 Year | 18.5% | 13.97% |
3 Year | 19.59% | 29.37% |
5 Year | 22.66% | 26.88% |
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 | 15.29% | 17.94% |
Sharp | 0.99% | 1.11% |
Beta | 0.76% | 0.90% |
Alpha | 3.13% | 5.84% |
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 | 10.9 | 16.17 |
Small Cap | 77.14 | 67.29 |
Mid Cap | 8.29 | 9.16 |
Large Cap | 3.66 | 7.38 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
---|---|---|
Others | 10.36 | 12.41 |
Industrials | 22.28 | 12.25 |
Consumer Cyclical | 18.62 | 12.25 |
Consumer Defensive | 2.29 | 4.33 |
Financial Services | 10.72 | 20.23 |
Communication Services | 1.87 | 2.57 |
Healthcare | 12.52 | 11.8 |
Basic Materials | 7.57 | 10.37 |
Utilities | 0.31 | 1.25 |
Technology | 13.47 | 4.29 |
Real Estate | - | 8.16 |
Energy | - | 0.09 |
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