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) | ₹15738 Cr | ₹11637 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 | 2.26% | -2.53% |
| 6 Month | 15.1% | 7.19% |
| 1 Year | 0.88% | -12.26% |
| 3 Year | 30.36% | 18.49% |
| 5 Year | 30.28% | 28.28% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.36% | -1.49% |
| 1 Year | 18.56% | 3.15% |
| 3 Year | 28.15% | 13.34% |
| 5 Year | 26.2% | 18.61% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 31.46% | 23.4% |
| 3 Year | 29.82% | 28.5% |
| 5 Year | 35.55% | 30.65% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.86% | 16.07% |
| Sharp | 1.25% | 0.80% |
| Beta | 0.89% | 0.76% |
| Alpha | 7.57% | 0.09% |
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 | 14.77 | 17.27 |
| Small Cap | 67.72 | 76.22 |
| Large Cap | 7.98 | - |
| Mid Cap | 9.53 | 6.51 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 11.94 |
| Financial Services | 20.88 | 4.77 |
| Consumer Cyclical | 12.07 | 17.32 |
| Communication Services | 2.6 | - |
| Industrials | 12.42 | 24.95 |
| Healthcare | 11.54 | 7.47 |
| Real Estate | 8.24 | 4.7 |
| Utilities | 1.3 | 1.19 |
| Basic Materials | 10.3 | 19.12 |
| Consumer Defensive | 4.66 | 1.79 |
| Technology | 4.86 | 6.74 |
| Energy | 0.14 | - |
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