Bandhan Small Cap Fund vs ITI Small Cap Fund Regular compare

Bandhan Small Cap Fund vs ITI Small Cap Fund Regular compare

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ITI Small Cap Fund Regular - Growth

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Bandhan Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2622 Cr	₹14562 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	3.47%	4.94%
6 Month	21.84%	24.02%
1 Year	-1.95%	-1.45%
3 Year	26.15%	29.61%
5 Year	23.83%	30.15%

SIP Return Analysis

Scheme Name	ITI Small Cap Fund Regular - Growth	Bandhan Small Cap Fund Regular Growth
6 Month	3.61%	5.41%
1 Year	10.58%	13.97%
3 Year	23.27%	29.37%
5 Year	21.66%	26.88%

Rolling Lumpsum Returns

Scheme Name	ITI Small Cap Fund Regular - Growth	Bandhan Small Cap Fund Regular Growth
1 Year	29.83%	32.72%
3 Year	24.03%	29.89%
5 Year	28.71%	35.96%

Risk Management

Scheme Name	ITI Small Cap Fund Regular - Growth	Bandhan Small Cap Fund Regular Growth
Standard Deviation	16.56%	17.94%
Sharp	1.04%	1.11%
Beta	0.80%	0.90%
Alpha	4.62%	5.84%

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	6.83	16.17
Small Cap	67.6	67.29
Mid Cap	20.99	9.16
Large Cap	4.59	7.38

Sector Allocation

Scheme Name	ITI Small Cap Fund Regular - Growth	Bandhan Small Cap Fund Regular Growth
Others	3.15	12.41
Basic Materials	18.63	10.37
Communication Services	2.42	2.57
Consumer Cyclical	9.13	12.25
Financial Services	15.47	20.23
Healthcare	10.64	11.8
Technology	10.15	4.29
Industrials	23.53	12.25
Energy	0.9	0.09
Consumer Defensive	3.96	4.33
Real Estate	2.02	8.16
Utilities	-	1.25

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