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 | Very High |
Asset Size (Cr) | ₹11744 Cr | ₹10529 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 | -0.03% | 1.59% |
6 Month | 6.18% | 2.9% |
1 Year | 9.85% | 1.74% |
3 Year | 33.42% | 26.22% |
5 Year | 35.76% | 33.7% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 13.39% | 12.03% |
1 Year | 14.92% | 8.07% |
3 Year | 33.23% | 21% |
5 Year | 29.51% | 24.68% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 37.04% | 26.47% |
3 Year | 29.57% | 29.12% |
5 Year | 35.67% | 29.64% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.80% | 16.16% |
Sharp | 1.44% | 1.19% |
Beta | 0.88% | 0.77% |
Alpha | 5.48% | 1.64% |
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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 | 14.34 | 10.04 |
Large Cap | 5.73 | - |
Small Cap | 70.94 | 82.33 |
Mid Cap | 9 | 7.63 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 14.49 | 9.96 |
Basic Materials | 10.22 | 19.19 |
Energy | 0.3 | - |
Financial Services | 18.86 | 8.31 |
Consumer Cyclical | 12.57 | 16.26 |
Communication Services | 0.58 | - |
Healthcare | 11.98 | 9.5 |
Industrials | 12.26 | 24.46 |
Real Estate | 8.39 | 3.44 |
Utilities | 1.5 | 0.96 |
Consumer Defensive | 4.97 | 3.58 |
Technology | 3.86 | 4.34 |
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