Bandhan Small Cap Fund vs ITI Small Cap Fund Regular compare
ITI Small Cap Fund Regular - Growth
Bandhan Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | ITI Small Cap Fund Regular - Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Fund | ITI 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) | ₹2504 Cr | ₹11744 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2020 | 26 Feb 2020 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | % | % |
Expense Ratio | 1.95 | 1.72 |
Manager | Rohan Korde | Manish Gunwani |
ISIN Code | INF00XX01713 | INF194KB1AJ8 |
Exits Load | ITI Small Cap Fund - Regular Plan - 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 | ITI Small Cap Fund Regular - Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
1 Month | 3.1% | 3.15% |
6 Month | -2.58% | -1.01% |
1 Year | 2.44% | 12.52% |
3 Year | 33.04% | 34.97% |
5 Year | 28.2% | 36.2% |
SIP Return Analysis
Scheme Name | ITI Small Cap Fund Regular - Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
6 Month | 13.73% | 13.64% |
1 Year | 13.27% | 14.13% |
3 Year | 28.51% | 33.91% |
5 Year | 24.61% | 29.85% |
Rolling Lumpsum Returns
Scheme Name | ITI Small Cap Fund Regular - Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
1 Year | 32.29% | 37.04% |
3 Year | 23.84% | 29.57% |
5 Year | 29.65% | 35.67% |
Risk Management
Scheme Name | ITI Small Cap Fund Regular - Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.19% | 18.17% |
Sharp | 1.23% | 1.28% |
Beta | 0.81% | 0.88% |
Alpha | 5.37% | 6.16% |
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Fund Managers
Scheme Name | ITI Small Cap Fund Regular - Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Name | Rohan Korde | Manish Gunwani |
Total AUM | ₹4626 Cr | ₹8731 Cr |
Funds Managed | 10 | 4 |
ITI Small Cap Fund Regular - Growth | Bandhan Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
ITI Small Cap Fund Regular - Growth |
Bandhan Small Cap Fund Regular Growth |
---|---|---|
Others | 5.7 | 8.74 |
Small Cap | 64.41 | 74.4 |
Large Cap | 6.4 | 5.39 |
Mid Cap | 23.49 | 11.48 |
Sector Allocation
Scheme Name |
ITI Small Cap Fund Regular - Growth |
Bandhan Small Cap Fund Regular Growth |
---|---|---|
Others | 4.78 | 8.5 |
Technology | 12.3 | 4.84 |
Basic Materials | 18.33 | 11.69 |
Communication Services | 2.22 | 0.84 |
Financial Services | 15.64 | 18.71 |
Consumer Cyclical | 8.19 | 13.18 |
Healthcare | 8.75 | 12.33 |
Industrials | 22.57 | 14.98 |
Energy | 1.09 | 0.41 |
Consumer Defensive | 5.09 | 5.33 |
Utilities | 0 | 1.79 |
Real Estate | 1.04 | 7.4 |
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