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 | ₹18174 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 | -0.79% | -0.19% |
| 6 Month | 1.79% | 0.63% |
| 1 Year | 0.34% | -0.63% |
| 3 Year | 22.77% | 31.47% |
| 5 Year | 25.17% | 25.92% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.48% | -2.63% |
| 1 Year | 6.45% | 5.88% |
| 3 Year | 12.55% | 22.03% |
| 5 Year | 17.99% | 23.12% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.77% | 29.23% |
| 3 Year | 20% | 29.79% |
| 5 Year | 17.7% | 32.54% |
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 | 11.69 | 18.01 |
| Small Cap | 73.73 | 65.09 |
| Mid Cap | 8.91 | 8.56 |
| Large Cap | 5.67 | 8.35 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 12.92 |
| Industrials | 20.79 | 11.17 |
| Consumer Cyclical | 18.73 | 11.97 |
| Consumer Defensive | 3.66 | 4.14 |
| Financial Services | 12.58 | 21.35 |
| Communication Services | 1.63 | 2.45 |
| Healthcare | 11.87 | 11.28 |
| Basic Materials | 6.86 | 10.26 |
| Technology | 12.89 | 5.3 |
| Real Estate | - | 8.03 |
| Utilities | - | 0.87 |
| Energy | - | 0.26 |
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