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) | ₹18174 Cr | ₹16203 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 | -1.74% | -1.44% |
| 6 Month | -1.67% | -6.44% |
| 1 Year | -1.13% | -11.55% |
| 3 Year | 29.47% | 18.37% |
| 5 Year | 25.46% | 24.35% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.4% | -2.28% |
| 1 Year | 10.41% | 2.06% |
| 3 Year | 22.47% | 9% |
| 5 Year | 23.34% | 15.8% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 29.23% | 15.24% |
| 3 Year | 29.79% | 22.35% |
| 5 Year | 32.54% | 17.1% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.02% | 18.31% |
| Sharp | 1.19% | 0.66% |
| Beta | 0.89% | 0.90% |
| Alpha | 8.50% | -0.89% |
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 | 18.01 | 4.94 |
| Small Cap | 65.09 | 74.91 |
| Large Cap | 8.35 | 2.01 |
| Mid Cap | 8.56 | 18.14 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.92 | 2.15 |
| Financial Services | 21.35 | 20.3 |
| Consumer Cyclical | 11.97 | 17.14 |
| Industrials | 11.17 | 23.58 |
| Healthcare | 11.28 | 9.46 |
| Real Estate | 8.03 | 4.6 |
| Utilities | 0.87 | - |
| Basic Materials | 10.26 | 7.05 |
| Consumer Defensive | 4.14 | 4.24 |
| Technology | 5.3 | 10.63 |
| Energy | 0.26 | 0.86 |
| Communication Services | 2.45 | - |
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