HDFC Small Cap Fund vs Bandhan Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Bandhan Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36828 Cr | ₹15738 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 26 Feb 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | % |
| Expense Ratio | 1.57 | 1.72 |
| Manager | Dhruv Muchhal | Manish Gunwani |
| ISIN Code | INF179KA1RZ8 | INF194KB1AJ8 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -0.98% | 1.13% |
| 6 Month | 12.55% | 10.92% |
| 1 Year | 4.99% | 4.68% |
| 3 Year | 22.87% | 30.73% |
| 5 Year | 29.86% | 30.45% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.77% | 2.91% |
| 1 Year | 15.41% | 16.59% |
| 3 Year | 17.53% | 28.47% |
| 5 Year | 21.22% | 26.49% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.38% | 31.46% |
| 3 Year | 19.84% | 29.82% |
| 5 Year | 17.49% | 35.55% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.30% | 17.88% |
| Sharp | 0.98% | 1.16% |
| Beta | 0.77% | 0.90% |
| Alpha | 2.46% | 5.97% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Manish Gunwani |
| Total AUM | ₹520687 Cr | ₹8731 Cr |
| Funds Managed | 40 | 4 |
| HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.74 | 14.77 |
| Small Cap | 75.89 | 67.72 |
| Mid Cap | 8.72 | 9.53 |
| Large Cap | 4.65 | 7.98 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.19 | 10.57 |
| Industrials | 22.54 | 12.42 |
| Consumer Cyclical | 19.02 | 12.07 |
| Consumer Defensive | 2.9 | 4.66 |
| Financial Services | 11.35 | 20.88 |
| Communication Services | 1.79 | 2.6 |
| Healthcare | 12.29 | 11.54 |
| Basic Materials | 7.07 | 10.74 |
| Utilities | 0 | 1.3 |
| Technology | 12.85 | 4.86 |
| Real Estate | - | 8.24 |
| Energy | - | 0.14 |
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