Bandhan Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Bandhan Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17380 Cr | ₹647 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 26 Feb 2020 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | % |
| Expense Ratio | 1.72 | 2.42 |
| Manager | Manish Gunwani | Yogesh Patil |
| ISIN Code | INF194KB1AJ8 | INF397L01JW3 |
| 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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.39% | -5.36% |
| 6 Month | 0.87% | -2.73% |
| 1 Year | -3.45% | -15.3% |
| 3 Year | 28.53% | 14.64% |
| 5 Year | 27.06% | 23.41% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.72% | -2.18% |
| 1 Year | 13.14% | 0.67% |
| 3 Year | 25.11% | 11.65% |
| 5 Year | 24.63% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 29.64% | 10.25% |
| 3 Year | 29.83% | 23.45% |
| 5 Year | 33.37% | 22.65% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 17.86% | 18.26% |
| Sharp | 1.25% | 0.64% |
| Beta | 0.89% | 0.88% |
| Alpha | 7.57% | -2.83% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Manish Gunwani | Yogesh Patil |
| Total AUM | ₹8731 Cr | ₹5898 Cr |
| Funds Managed | 4 | 7 |
| Bandhan Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 15.73 | 7.13 |
| Small Cap | 66.83 | 82.03 |
| Large Cap | 8.21 | 4.3 |
| Mid Cap | 9.24 | 6.54 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 10.99 | 3.11 |
| Financial Services | 21.46 | 7.05 |
| Consumer Cyclical | 11.94 | 14.55 |
| Industrials | 11.71 | 30.11 |
| Healthcare | 11.5 | 7.15 |
| Real Estate | 8.05 | 0.02 |
| Utilities | 0.99 | 6.09 |
| Basic Materials | 10.7 | 14.97 |
| Consumer Defensive | 4.49 | 8.55 |
| Technology | 5.28 | 7.49 |
| Energy | 0.28 | - |
| Communication Services | 2.62 | 0.9 |
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