Bandhan Small Cap Fund vs Invesco India Smallcap Fund compare
Bandhan Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15738 Cr | ₹8055 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2020 | 30 Oct 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | % | 47% |
Expense Ratio | 1.72 | 1.78 |
Manager | Manish Gunwani | Aditya Khemani |
ISIN Code | INF194KB1AJ8 | INF205K011T7 |
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 | Invesco India Smallcap 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 | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.22% | 0.12% |
6 Month | 12.91% | 14.08% |
1 Year | -1.18% | -0.12% |
3 Year | 30.19% | 25.74% |
5 Year | 30.66% | 30.93% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.56% | 2.32% |
1 Year | 10.91% | 14.41% |
3 Year | 26.68% | 22.84% |
5 Year | 25.51% | 23.74% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 31.46% | 23.59% |
3 Year | 29.82% | 27.76% |
5 Year | 35.55% | 30.23% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.88% | 16.15% |
Sharp | 1.16% | 1.02% |
Beta | 0.90% | 0.79% |
Alpha | 5.97% | 3.63% |
Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Name | Manish Gunwani | Aditya Khemani |
Total AUM | ₹8731 Cr | ₹12070 Cr |
Funds Managed | 4 | 3 |
Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 14.77 | 10.46 |
Small Cap | 67.72 | 65.34 |
Large Cap | 7.98 | 9.14 |
Mid Cap | 9.53 | 15.07 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 10.57 | 1.69 |
Financial Services | 20.88 | 24.63 |
Consumer Cyclical | 12.07 | 18.55 |
Communication Services | 2.6 | - |
Industrials | 12.42 | 17.39 |
Healthcare | 11.54 | 19.18 |
Real Estate | 8.24 | 3.18 |
Utilities | 1.3 | - |
Basic Materials | 10.74 | 6.93 |
Consumer Defensive | 4.66 | 1.26 |
Technology | 4.86 | 6.88 |
Energy | 0.14 | 0.31 |
Top Comparisons
ITI Overnight Fund Regular - Growth
3Y Returns6.13%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns23.44%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns16.49%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns17.81%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns14.17%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.66%
Quant Multi Cap Fund-Growth
3Y Returns12.19%