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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) | ₹17903 Cr | ₹14062 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 | -2.8% | -3.85% |
| 6 Month | 14.71% | 16.87% |
| 1 Year | -3.74% | 2.68% |
| 3 Year | 16.72% | 29.92% |
| 5 Year | 28.4% | 31.32% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.59% | 4.59% |
| 1 Year | -1.09% | 4.79% |
| 3 Year | 13.79% | 28.16% |
| 5 Year | 17.29% | 26.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.31% | 32.72% |
| 3 Year | 15.43% | 29.89% |
| 5 Year | 17.63% | 35.96% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.55% | 17.65% |
| Sharp | 0.72% | 1.29% |
| Beta | 0.82% | 0.89% |
| Alpha | -3.65% | 5.92% |
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 | 4.53 | 15.16 |
| Large Cap | 4.51 | 7.6 |
| Small Cap | 75.45 | 68.34 |
| Mid Cap | 15.5 | 8.9 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.02 | 12.45 |
| Consumer Cyclical | 20.95 | 11.99 |
| Industrials | 26.82 | 12.99 |
| Healthcare | 22.81 | 12.14 |
| Financial Services | 5.45 | 20.52 |
| Real Estate | 4.19 | 8.53 |
| Technology | 1.55 | 3.46 |
| Basic Materials | 11.39 | 10.07 |
| Consumer Defensive | 2.84 | 4.7 |
| Communication Services | 1.99 | 1.75 |
| Energy | - | 0.09 |
| Utilities | - | 1.3 |
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