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) | ₹14562 Cr | ₹16536 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 | 4.38% | 4.86% |
6 Month | 23.27% | 20.72% |
1 Year | -1.8% | -8.1% |
3 Year | 29.41% | 19.91% |
5 Year | 29.95% | 29.29% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 5.41% | 3.74% |
1 Year | 13.97% | 5.14% |
3 Year | 29.37% | 15.77% |
5 Year | 26.88% | 20.76% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 32.72% | 16.64% |
3 Year | 29.89% | 22.95% |
5 Year | 35.96% | 16.64% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.94% | 18.19% |
Sharp | 1.11% | 0.68% |
Beta | 0.90% | 0.91% |
Alpha | 5.84% | -1.90% |
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 | 15.16 | 3.42 |
Large Cap | 7.6 | 2.16 |
Small Cap | 68.34 | 72.11 |
Mid Cap | 8.9 | 22.31 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 12.45 | 3.42 |
Energy | 0.09 | 0.9 |
Financial Services | 20.52 | 16.18 |
Consumer Cyclical | 11.99 | 15.6 |
Communication Services | 1.75 | - |
Industrials | 12.99 | 28.92 |
Healthcare | 12.14 | 7.18 |
Real Estate | 8.53 | 3.79 |
Utilities | 1.3 | - |
Basic Materials | 10.07 | 11.06 |
Consumer Defensive | 4.7 | 4.31 |
Technology | 3.46 | 8.65 |
Top Comparisons
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns21.81%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns15.78%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns13.53%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns16.24%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.02%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns15.5%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns22.34%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns24.25%