Invesco India Smallcap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹11744 Cr | ₹6823 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2020 | 30 Oct 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | % | 47% |
Expense Ratio | 1.72 | 1.78 |
Manager | Manish Gunwani | Aditya Khemani |
ISIN Code | INF194KB1AJ8 | INF205K011T7 |
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 | Invesco India Smallcap 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 | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.21% | 0.85% |
6 Month | 3.53% | 1.77% |
1 Year | 10.36% | 9.5% |
3 Year | 33.67% | 30.37% |
5 Year | 35.72% | 33.15% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 13.39% | 13.89% |
1 Year | 14.92% | 16.94% |
3 Year | 33.23% | 27.74% |
5 Year | 29.51% | 27.28% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 37.04% | 25.13% |
3 Year | 29.57% | 27.76% |
5 Year | 35.67% | 28.72% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.80% | 16.34% |
Sharp | 1.44% | 1.40% |
Beta | 0.88% | 0.79% |
Alpha | 5.48% | 4.97% |
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Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Name | Manish Gunwani | Aditya Khemani |
Total AUM | ₹8731 Cr | ₹12070 Cr |
Funds Managed | 4 | 3 |
Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 14.34 | 6.59 |
Large Cap | 5.73 | 9.73 |
Small Cap | 70.94 | 63.76 |
Mid Cap | 9 | 19.91 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 14.49 | 1.87 |
Basic Materials | 10.22 | 6.43 |
Energy | 0.3 | - |
Financial Services | 18.86 | 28.95 |
Consumer Cyclical | 12.57 | 15.27 |
Communication Services | 0.58 | 1.33 |
Healthcare | 11.98 | 16.73 |
Industrials | 12.26 | 20.38 |
Real Estate | 8.39 | 2.68 |
Utilities | 1.5 | - |
Consumer Defensive | 4.97 | 1.73 |
Technology | 3.86 | 4.62 |
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