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) | ₹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 | -1.33% | -3.66% |
6 Month | 12.6% | 7.09% |
1 Year | -3.59% | -12.18% |
3 Year | 30.11% | 19.95% |
5 Year | 30.55% | 29.37% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 2.29% | 0.32% |
1 Year | 13.03% | 4.22% |
3 Year | 27.28% | 14.87% |
5 Year | 25.71% | 19.77% |
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 | 17.88% | 16.04% |
Sharp | 1.16% | 0.82% |
Beta | 0.90% | 0.78% |
Alpha | 5.97% | 0.42% |
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 | 16.17 | 17.27 |
Small Cap | 67.29 | 76.22 |
Large Cap | 7.38 | - |
Mid Cap | 9.16 | 6.51 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 12.41 | 11.94 |
Financial Services | 20.23 | 4.77 |
Consumer Cyclical | 12.25 | 17.32 |
Communication Services | 2.57 | - |
Industrials | 12.25 | 24.95 |
Healthcare | 11.8 | 7.47 |
Real Estate | 8.16 | 4.7 |
Utilities | 1.25 | 1.19 |
Basic Materials | 10.37 | 19.12 |
Consumer Defensive | 4.33 | 1.79 |
Technology | 4.29 | 6.74 |
Energy | 0.09 | - |
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