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) | ₹12982 Cr | ₹7425 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 | 0.15% | -2.27% |
6 Month | 12.47% | 9.9% |
1 Year | 6.68% | 4.46% |
3 Year | 31.93% | 26.95% |
5 Year | 34.94% | 32.68% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 11.29% | 11.21% |
1 Year | 14.68% | 14.52% |
3 Year | 32.87% | 26.8% |
5 Year | 29.11% | 26.52% |
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 | 17.83 | 8.83 |
Large Cap | 5.56 | 8.68 |
Small Cap | 68.27 | 62.33 |
Mid Cap | 8.34 | 20.16 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 16.48 | 2.63 |
Basic Materials | 9.56 | 6.34 |
Energy | 0.35 | - |
Financial Services | 18.58 | 29.16 |
Consumer Cyclical | 11.67 | 13.81 |
Communication Services | 0.54 | 1.31 |
Healthcare | 12.05 | 19.36 |
Industrials | 12.66 | 19.14 |
Real Estate | 8.34 | 2.5 |
Utilities | 1.34 | - |
Consumer Defensive | 4.64 | 1.49 |
Technology | 3.8 | 4.27 |
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