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Kotak vs Bandhan Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Bandhan Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17480 Cr | ₹15738 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 24 Feb 2005 | 26 Feb 2020 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 6.71% | % |
| Expense Ratio | 1.65 | 1.72 |
| Manager | Arjun Khanna | Manish Gunwani |
| ISIN Code | INF174K01211 | INF194KB1AJ8 |
| Exits Load | Kotak Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.19% | 3.5% |
| 6 Month | 10.13% | 15.33% |
| 1 Year | -5.69% | 2.98% |
| 3 Year | 16.5% | 30.89% |
| 5 Year | 26.34% | 31% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.97% | 0.43% |
| 1 Year | 3.65% | 10.61% |
| 3 Year | 11.73% | 25.34% |
| 5 Year | 14.84% | 24.61% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.09% | 31.46% |
| 3 Year | 15.52% | 29.82% |
| 5 Year | 17.69% | 35.55% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.58% | 17.86% |
| Sharp | 0.62% | 1.25% |
| Beta | 0.80% | 0.89% |
| Alpha | -2.99% | 7.57% |
Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Name | Arjun Khanna | Manish Gunwani |
| Total AUM | ₹169639 Cr | ₹8731 Cr |
| Funds Managed | 24 | 4 |
| Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.16 | 14.77 |
| Large Cap | 4.88 | 7.98 |
| Small Cap | 75.11 | 67.72 |
| Mid Cap | 14.85 | 9.53 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.46 | 10.57 |
| Consumer Cyclical | 19.55 | 12.07 |
| Industrials | 26.53 | 12.42 |
| Healthcare | 23.7 | 11.54 |
| Financial Services | 7.3 | 20.88 |
| Real Estate | 3.93 | 8.24 |
| Technology | 1.69 | 4.86 |
| Basic Materials | 10.27 | 10.74 |
| Consumer Defensive | 2.65 | 4.66 |
| Communication Services | 1.93 | 2.6 |
| Utilities | - | 1.3 |
| Energy | - | 0.14 |
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