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) | ₹17329 Cr | ₹11744 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 24 Feb 2005 | 26 Feb 2020 |
Category | Small Cap | Small Cap |
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 | 2.81% | 3.19% |
6 Month | -4.06% | -0.88% |
1 Year | -1.15% | 11.49% |
3 Year | 21.78% | 34.67% |
5 Year | 32.56% | 36.1% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
6 Month | 11.69% | 13.64% |
1 Year | 6.38% | 14.13% |
3 Year | 18.64% | 33.91% |
5 Year | 21.08% | 29.85% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
1 Year | 16.59% | 37.04% |
3 Year | 15.26% | 29.57% |
5 Year | 17.52% | 35.67% |
Risk Management
Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.11% | 18.17% |
Sharp | 0.72% | 1.28% |
Beta | 0.82% | 0.88% |
Alpha | -3.53% | 6.16% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.53 | 14.34 |
Large Cap | 3.91 | 5.73 |
Small Cap | 73.42 | 70.94 |
Mid Cap | 16.15 | 9 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
---|---|---|
Others | 5.38 | 14.49 |
Consumer Cyclical | 19.01 | 12.57 |
Industrials | 28.95 | 12.26 |
Healthcare | 20.62 | 11.98 |
Real Estate | 4.18 | 8.39 |
Financial Services | 3.98 | 18.86 |
Technology | 1.43 | 3.86 |
Basic Materials | 11.37 | 10.22 |
Consumer Defensive | 2.85 | 4.97 |
Communication Services | 2.23 | 0.58 |
Energy | - | 0.3 |
Utilities | - | 1.5 |
Top Comparisons
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns12.45%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns12.45%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.96%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.06%
Kotak Midcap Fund - Growth
3Y Returns27.19%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns23.6%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.46%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns7.16%