Bandhan Small Cap Fund vs Tata Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹17380 Cr | ₹11792 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2020 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 4.59% |
| Expense Ratio | 1.72 | 1.7 |
| Manager | Manish Gunwani | Chandraprakash Padiyar |
| ISIN Code | INF194KB1AJ8 | INF277K015O2 |
| 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 | Tata 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 | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -3.39% | -6.57% |
| 6 Month | 0.87% | -7.14% |
| 1 Year | -3.45% | -15.45% |
| 3 Year | 28.53% | 14.64% |
| 5 Year | 27.06% | 23.76% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.39% | -7.96% |
| 1 Year | 10.3% | -8.9% |
| 3 Year | 23.2% | 7% |
| 5 Year | 23.46% | 14.45% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 29.64% | 21.92% |
| 3 Year | 29.83% | 28.24% |
| 5 Year | 33.37% | 29.97% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.02% | 16.32% |
| Sharp | 1.19% | 0.59% |
| Beta | 0.89% | 0.77% |
| Alpha | 8.50% | -1.52% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Manish Gunwani | Chandraprakash Padiyar |
| Total AUM | ₹8731 Cr | ₹15627 Cr |
| Funds Managed | 4 | 3 |
| Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 15.73 | 18.19 |
| Small Cap | 66.83 | 74.45 |
| Large Cap | 8.21 | - |
| Mid Cap | 9.24 | 7.36 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.99 | 12.98 |
| Financial Services | 21.46 | 5.66 |
| Consumer Cyclical | 11.94 | 17.84 |
| Industrials | 11.71 | 25.91 |
| Healthcare | 11.5 | 5.46 |
| Real Estate | 8.43 | 4.44 |
| Utilities | 0.99 | 1.2 |
| Basic Materials | 10.31 | 18.09 |
| Consumer Defensive | 4.49 | 1.77 |
| Technology | 5.28 | 6.66 |
| Energy | 0.28 | - |
| Communication Services | 2.62 | - |
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