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) | ₹17380 Cr | ₹16548 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 | 2.73% | 0.39% |
| 6 Month | 8.84% | 3.16% |
| 1 Year | 7.87% | -2.71% |
| 3 Year | 31.68% | 19.72% |
| 5 Year | 29.57% | 28.1% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.66% | -1.58% |
| 1 Year | 15.77% | 4.53% |
| 3 Year | 26.48% | 12.21% |
| 5 Year | 25.23% | 17.86% |
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 | 15.73 | 4.05 |
| Small Cap | 66.83 | 74.12 |
| Large Cap | 8.21 | 2.07 |
| Mid Cap | 9.24 | 19.76 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.99 | 2.62 |
| Financial Services | 21.46 | 17.59 |
| Consumer Cyclical | 11.94 | 15.98 |
| Industrials | 11.71 | 26.38 |
| Healthcare | 11.5 | 8.77 |
| Real Estate | 8.05 | 3.91 |
| Utilities | 0.99 | - |
| Basic Materials | 10.7 | 8.97 |
| Consumer Defensive | 4.49 | 4.58 |
| Technology | 5.28 | 10.38 |
| Energy | 0.28 | 0.82 |
| Communication Services | 2.62 | - |
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