Bandhan Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon Bandhan Small Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Fund Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹3880 Cr ₹3008 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 Feb 2020 10 Feb 2005
Category Small Cap Small Cap
Fund Type Open-ended Open Ended
Benchmark S&P BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over % 22%
Expense Ratio 1.84 1.96
Manager Manish Gunwani Rohit Seksaria
ISIN Code INF194KB1AJ8 INF903J01470
Exits Load Exit load of 1%, if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 7.09% 2.92%
6 Month 26.37% 14.66%
1 Year 72.98% 43.95%
3 Year 26.7% 23.24%
5 Year - 26.54%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 25.86% 16.31%
3 Year 63.91% 48.22%
5 Year 110.47% 111.75%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 37.83% 32.21%
3 Year 88.36% 81.53%
5 Year 121.2% 119.87%

Risk Management

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 17.04% 14.09%
Sharp 1.12% 1.15%
Beta 0.89% 0.74%
Alpha 3.24% 2.14%

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Fund Managers

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Name Manish Gunwani Rohit Seksaria
Total AUM ₹8731 Cr ₹0 Cr
Fund Manage 4 15
Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 13.13 6.79
Small Cap 70.42 76.79
Large Cap 9.11 7.72
Mid Cap 7.32 8.71

Sector Allocation

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 9.93 2.48
Financial 18.97 24.44
Textiles 5.1 1.12
Diversified 2.14 -
Automobile 3.29 3.14
Materials 4.56 4.69
Services 9.95 11.54
Metals & Mining 6.4 2.72
Construction 4.77 6.33
Chemicals 2.53 2.36
Energy 5.7 1.2
Technology 2.04 8.31
Healthcare 9.43 8.1
Consumer Discretionary 2.71 5.01
Consumer Staples 5.5 6.04
Capital Goods 6.42 10.59
Communication 0.54 -
Unclassified - 1.94

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