Bandhan Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Bandhan Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17380 Cr | ₹3450 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Feb 2020 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 22% |
| Expense Ratio | 1.72 | 1.97 |
| Manager | Manish Gunwani | Rohit Seksaria |
| ISIN Code | INF194KB1AJ8 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.12% | -3.03% |
| 6 Month | 1.29% | 1.84% |
| 1 Year | -3.86% | -3.01% |
| 3 Year | 28.63% | 19.09% |
| 5 Year | 25.91% | 22.52% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.56% | -0.73% |
| 1 Year | 9.76% | 10.98% |
| 3 Year | 22.76% | 13.87% |
| 5 Year | 23.2% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 29.23% | 14.27% |
| 3 Year | 29.79% | 18.58% |
| 5 Year | 32.54% | 15.81% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.02% | 14.09% |
| Sharp | 1.19% | 0.88% |
| Beta | 0.89% | 0.77% |
| Alpha | 8.50% | 2.04% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Manish Gunwani | Rohit Seksaria |
| Total AUM | ₹8731 Cr | ₹0 Cr |
| Funds Managed | 4 | 15 |
| Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 18.01 | 7.97 |
| Small Cap | 65.09 | 83.24 |
| Large Cap | 8.35 | 6.5 |
| Mid Cap | 8.56 | 2.29 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 12.92 | 4.94 |
| Financial Services | 21.35 | 19.4 |
| Consumer Cyclical | 11.97 | 20.39 |
| Industrials | 11.17 | 18.92 |
| Healthcare | 11.28 | 12.01 |
| Real Estate | 8.03 | 2.33 |
| Utilities | 0.87 | 1.03 |
| Basic Materials | 10.26 | 8.75 |
| Consumer Defensive | 4.14 | 2.57 |
| Technology | 5.3 | 4.57 |
| Energy | 0.26 | - |
| Communication Services | 2.45 | 5.1 |
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