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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) | ₹18990 Cr | ₹11324 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 | -6.95% | -7.56% |
| 6 Month | -9.49% | -17.86% |
| 1 Year | -0.06% | -12.27% |
| 3 Year | 27.49% | 12.82% |
| 5 Year | 23.09% | 20.99% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.3% | -11.74% |
| 1 Year | -7.07% | -21.31% |
| 3 Year | 15.68% | 0.89% |
| 5 Year | 19.79% | 10.6% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.76% | 20.4% |
| 3 Year | 29.76% | 28.09% |
| 5 Year | 31.83% | 29.52% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.05% | 16.39% |
| Sharp | 1.18% | 0.57% |
| Beta | 0.89% | 0.78% |
| Alpha | 7.88% | -2.36% |
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 | 16.22 | 14.16 |
| Small Cap | 67 | 77.85 |
| Large Cap | 8.54 | - |
| Mid Cap | 8.25 | 8 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.73 | 9.79 |
| Financial Services | 21.05 | 6.24 |
| Basic Materials | 10.63 | 17.18 |
| Consumer Cyclical | 11.98 | 17.09 |
| Industrials | 12.14 | 30.21 |
| Healthcare | 11.51 | 5.97 |
| Real Estate | 9.06 | 4.06 |
| Utilities | 1.12 | 1.32 |
| Consumer Defensive | 4.24 | 1.87 |
| Technology | 5.75 | 6.27 |
| Energy | 0.24 | - |
| Communication Services | 2.54 | - |
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