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Edelweiss Small Cap Fund vs Bandhan Small Cap Fund compare

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tortoise-icon Bandhan Small Cap Fund Regular Growth

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - 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 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) ₹14562 Cr ₹4921 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 4.94% 3.91%
6 Month 24.02% 21.74%
1 Year -1.45% -2.86%
3 Year 29.61% 20.1%
5 Year 30.15% 27.93%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month 5.41% 4.53%
1 Year 13.97% 10.51%
3 Year 29.37% 18.26%
5 Year 26.88% 20.97%

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 17.94% 15.90%
Sharp 1.11% 0.78%
Beta 0.90% 0.80%
Alpha 5.84% -0.11%

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 16.17 3.21
Small Cap 67.29 71.89
Large Cap 7.38 -
Mid Cap 9.16 24.9

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 12.41 3.1
Financial Services 20.23 17.07
Consumer Cyclical 12.25 21.24
Communication Services 2.57 -
Industrials 12.25 15.29
Healthcare 11.8 10.65
Real Estate 8.16 1.13
Utilities 1.25 1.03
Basic Materials 10.37 15.73
Consumer Defensive 4.33 5.95
Technology 4.29 8.21
Energy 0.09 0.62

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