HSBC Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15738 Cr | ₹16041 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2020 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 15% |
| Expense Ratio | 1.72 | 1.67 |
| Manager | Manish Gunwani | Venugopal Manghat |
| ISIN Code | INF194KB1AJ8 | INF917K01QC7 |
| 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 1.42% | -0.41% |
| 6 Month | 16.49% | 9.89% |
| 1 Year | 2.25% | -7.16% |
| 3 Year | 31.1% | 19.51% |
| 5 Year | 30.19% | 28.83% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.66% | -1.51% |
| 1 Year | 15.9% | 2.9% |
| 3 Year | 26.73% | 11.89% |
| 5 Year | 25.31% | 17.64% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 30.02% | 15.57% |
| 3 Year | 29.79% | 22.55% |
| 5 Year | 34.67% | 16.94% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.86% | 18.19% |
| Sharp | 1.25% | 0.73% |
| Beta | 0.89% | 0.90% |
| Alpha | 7.57% | -1.74% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Manish Gunwani | Venugopal Manghat |
| Total AUM | ₹8731 Cr | ₹41442 Cr |
| Funds Managed | 4 | 7 |
| Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 14.77 | 4.62 |
| Small Cap | 67.72 | 72.7 |
| Large Cap | 7.98 | 2.09 |
| Mid Cap | 9.53 | 20.58 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 11.01 | 3.9 |
| Financial Services | 20.88 | 15.29 |
| Consumer Cyclical | 12.07 | 16.07 |
| Communication Services | 2.6 | - |
| Industrials | 12.42 | 27.42 |
| Healthcare | 11.54 | 8.27 |
| Real Estate | 8.24 | 3.67 |
| Utilities | 1.3 | - |
| Basic Materials | 10.3 | 10.54 |
| Consumer Defensive | 4.66 | 4.6 |
| Technology | 4.86 | 9.37 |
| Energy | 0.14 | 0.87 |
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