Bandhan Small Cap Fund vs HSBC Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17380 Cr | ₹16203 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2020 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 15% |
| Expense Ratio | 1.72 | 1.67 |
| Manager | Manish Gunwani | Venugopal Manghat |
| ISIN Code | INF194KB1AJ8 | INF917K01QC7 |
| 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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -4.12% | -4.76% |
| 6 Month | -1.14% | -6.18% |
| 1 Year | -5.1% | -16.04% |
| 3 Year | 28.38% | 16.77% |
| 5 Year | 25.69% | 24.17% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.56% | -4.1% |
| 1 Year | 9.76% | 0.13% |
| 3 Year | 22.76% | 9.07% |
| 5 Year | 23.2% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 29.23% | 15.24% |
| 3 Year | 29.79% | 22.35% |
| 5 Year | 32.54% | 17.1% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.02% | 18.31% |
| Sharp | 1.19% | 0.66% |
| Beta | 0.89% | 0.90% |
| Alpha | 8.50% | -0.89% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Manish Gunwani | Venugopal Manghat |
| Total AUM | ₹8731 Cr | ₹41442 Cr |
| Funds Managed | 4 | 7 |
| Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 18.01 | 4.94 |
| Small Cap | 65.09 | 74.91 |
| Large Cap | 8.35 | 2.01 |
| Mid Cap | 8.56 | 18.14 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.92 | 2.15 |
| Financial Services | 21.35 | 20.3 |
| Consumer Cyclical | 11.97 | 17.14 |
| Industrials | 11.17 | 23.58 |
| Healthcare | 11.28 | 9.46 |
| Real Estate | 8.03 | 4.6 |
| Utilities | 0.87 | - |
| Basic Materials | 10.26 | 7.05 |
| Consumer Defensive | 4.14 | 4.24 |
| Technology | 5.3 | 10.63 |
| Energy | 0.26 | 0.86 |
| Communication Services | 2.45 | - |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.44%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.93%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.52%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.82%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.47%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.99%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.61%