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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) | ₹9236 Cr | ₹5905 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 | 3.98% | 3.51% |
| 6 Month | -7.17% | -5.63% |
| 1 Year | 12.67% | 10.65% |
| 3 Year | 26.28% | 22.97% |
| 5 Year | 35.52% | 33.21% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.5% | -1.56% |
| 1 Year | -3.96% | -5.82% |
| 3 Year | 29.51% | 23.08% |
| 5 Year | 28.05% | 25.28% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 44.23% | 26.35% |
| 3 Year | 29.91% | 28.04% |
| 5 Year | - | 28.21% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.776% | 16.892% |
| Sharp | 0.978% | 0.805% |
| Beta | 0.905% | 0.794% |
| Alpha | 4.369% | 3.629% |
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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 | 8.74 | 8.08 |
| Large Cap | 5.39 | 2.77 |
| Small Cap | 74.4 | 65.82 |
| Mid Cap | 11.48 | 23.33 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.5 | 6.4 |
| Basic Materials | 11.69 | 6.95 |
| Energy | 0.41 | 0 |
| Financial Services | 18.71 | 20.58 |
| Consumer Cyclical | 13.18 | 10.82 |
| Communication Services | 0.84 | 1.11 |
| Healthcare | 12.33 | 17.7 |
| Industrials | 14.98 | 23.62 |
| Real Estate | 7.4 | 1.99 |
| Utilities | 1.79 | - |
| Consumer Defensive | 5.33 | 2 |
| Technology | 4.84 | 8.84 |
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