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) | ₹38020 Cr | ₹17380 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 | -2.39% | -3.1% |
| 6 Month | 1.51% | -0.77% |
| 1 Year | -3.75% | -4.38% |
| 3 Year | 19.73% | 28.52% |
| 5 Year | 25.36% | 26.12% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.75% | -1.56% |
| 1 Year | 9.22% | 9.76% |
| 3 Year | 13% | 22.76% |
| 5 Year | 17.94% | 23.2% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.92% | 29.64% |
| 3 Year | 20.01% | 29.83% |
| 5 Year | 17.67% | 33.37% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.43% | 18.02% |
| Sharp | 0.88% | 1.19% |
| Beta | 0.76% | 0.89% |
| Alpha | 2.62% | 8.50% |
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 | 11.15 | 15.73 |
| Small Cap | 74.68 | 66.83 |
| Mid Cap | 9.02 | 9.24 |
| Large Cap | 5.15 | 8.21 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.41 | 10.99 |
| Industrials | 21.41 | 11.71 |
| Consumer Cyclical | 18.78 | 11.94 |
| Consumer Defensive | 3.31 | 4.49 |
| Financial Services | 11.86 | 21.46 |
| Communication Services | 1.87 | 2.62 |
| Healthcare | 12.32 | 11.5 |
| Basic Materials | 6.64 | 10.31 |
| Technology | 13.39 | 5.28 |
| Real Estate | - | 8.43 |
| Utilities | - | 0.99 |
| Energy | - | 0.28 |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns23.48%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns14.64%
Kotak Medium Term Fund - Growth
3Y Returns7.89%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.82%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.04%
Quant Value Fund Regular - Growth
3Y Returns18.03%
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
3Y Returns0%
Kotak Large & Midcap Fund - Growth
3Y Returns18.23%