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Bandhan Small Cap Fund vs Tata Small Cap Fund compare

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tortoise-icon Bandhan Small Cap Fund Regular Growth

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tortoise-icon 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 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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