Bandhan Small Cap Fund vs Tata Small Cap Fund compare

Bandhan Small Cap Fund vs Tata Small Cap Fund compare

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Bandhan Small Cap Fund Regular Growth

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Tata Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹14062 Cr	₹11576 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	-3.84%	-4.25%
6 Month	15.4%	13.41%
1 Year	1.88%	-2.75%
3 Year	29.9%	22.71%
5 Year	31.11%	30.32%

SIP Return Analysis

Scheme Name	Bandhan Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
6 Month	4.59%	3.14%
1 Year	4.79%	-1.48%
3 Year	28.16%	16.31%
5 Year	26.35%	21.35%

Rolling Lumpsum Returns

Scheme Name	Bandhan Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
1 Year	32.72%	25.17%
3 Year	29.89%	28.72%
5 Year	35.96%	31.28%

Risk Management

Scheme Name	Bandhan Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
Standard Deviation	17.65%	15.98%
Sharp	1.29%	1.09%
Beta	0.89%	0.77%
Alpha	5.92%	2.78%

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	15.16	12.11
Large Cap	7.6	-
Small Cap	68.34	81.63
Mid Cap	8.9	6.26

Sector Allocation

Scheme Name	Bandhan Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
Others	12.45	9.62
Energy	0.09	-
Financial Services	20.52	4.82
Consumer Cyclical	11.99	18.21
Communication Services	1.75	-
Industrials	12.99	25.55
Healthcare	12.14	9.72
Real Estate	8.53	4.11
Utilities	1.3	0.92
Basic Materials	10.07	19.78
Consumer Defensive	4.7	2.62
Technology	3.46	4.63

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