Edelweiss Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14062 Cr | ₹4980 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 26 Feb 2020 | 07 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | 18% |
Expense Ratio | 1.72 | 1.84 |
Manager | Manish Gunwani | Trideep Bhattacharya |
ISIN Code | INF194KB1AJ8 | INF754K01JJ4 |
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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -4.35% | -3.01% |
6 Month | 18.63% | 17.7% |
1 Year | -3.45% | -4.6% |
3 Year | 28.4% | 19.62% |
5 Year | 29.47% | 27.88% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.73% | 4.28% |
1 Year | 6.91% | 5.67% |
3 Year | 29.21% | 18.61% |
5 Year | 27.14% | 21.75% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 32.72% | 27.09% |
3 Year | 29.89% | 28.8% |
5 Year | 35.96% | 32.52% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.65% | 15.78% |
Sharp | 1.29% | 0.95% |
Beta | 0.89% | 0.80% |
Alpha | 5.92% | -0.04% |
Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Manish Gunwani | Trideep Bhattacharya |
Total AUM | ₹8731 Cr | ₹0 Cr |
Funds Managed | 4 | 9 |
Bandhan Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 15.16 | 2.98 |
Large Cap | 7.6 | - |
Small Cap | 68.34 | 72.62 |
Mid Cap | 8.9 | 24.4 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 12.45 | 2.87 |
Energy | 0.09 | 0.68 |
Financial Services | 20.52 | 17.79 |
Consumer Cyclical | 11.99 | 19.88 |
Communication Services | 1.75 | - |
Industrials | 12.99 | 16.64 |
Healthcare | 12.14 | 10.62 |
Real Estate | 8.53 | 1.21 |
Utilities | 1.3 | 0.89 |
Basic Materials | 10.07 | 16.47 |
Consumer Defensive | 4.7 | 5.17 |
Technology | 3.46 | 7.78 |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.38%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.24%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.76%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns16.19%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.68%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.06%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.68%
DSP Bond Fund - Growth
3Y Returns7.42%