Motilal Oswal Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14562 Cr | ₹5268 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 26 Feb 2020 | 26 Dec 2023 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | % |
Expense Ratio | 1.72 | 1.84 |
Manager | Manish Gunwani | Rakesh Shetty |
ISIN Code | INF194KB1AJ8 | INF247L01BV9 |
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 | Motilal Oswal 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 | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Month | 3.81% | 3.08% |
6 Month | 22.6% | 18.44% |
1 Year | -1.8% | 2.08% |
3 Year | 28.18% | - |
5 Year | 30.03% | - |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | 5.41% | 3.92% |
1 Year | 13.97% | 8.18% |
3 Year | 29.37% | - |
5 Year | 26.88% | - |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 32.72% | 17.68% |
3 Year | 29.89% | - |
5 Year | 35.96% | - |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 17.94% | - |
Sharp | 1.11% | - |
Beta | 0.90% | - |
Alpha | 5.84% | - |
Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Name | Manish Gunwani | Rakesh Shetty |
Total AUM | ₹8731 Cr | ₹33886 Cr |
Funds Managed | 4 | 19 |
Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 15.16 | 14.13 |
Large Cap | 7.6 | 3.19 |
Small Cap | 68.34 | 69.61 |
Mid Cap | 8.9 | 13.07 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 12.45 | 7.04 |
Energy | 0.09 | 0.99 |
Financial Services | 20.52 | 14.02 |
Consumer Cyclical | 11.99 | 19.35 |
Communication Services | 1.75 | 1.99 |
Industrials | 12.99 | 21.4 |
Healthcare | 12.14 | 12.52 |
Real Estate | 8.53 | - |
Utilities | 1.3 | 2.33 |
Basic Materials | 10.07 | 11 |
Consumer Defensive | 4.7 | 4.55 |
Technology | 3.46 | 4.82 |
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