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Motilal Oswal Small Cap Fund vs Bandhan Small Cap Fund compare

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tortoise-icon Bandhan Small Cap Fund Regular Growth

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tortoise-icon Motilal Oswal Small Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹15738 Cr ₹5452 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 26 Feb 2020 26 Dec 2023
Category ELSS ELSS
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 3.5% 4.18%
6 Month 15.33% 15.76%
1 Year 2.98% 4.93%
3 Year 30.89% -
5 Year 31% -

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth Motilal Oswal Small Cap Fund - Regular (G)
6 Month 0.43% 0.6%
1 Year 10.61% 8.38%
3 Year 25.34% -
5 Year 24.61% -

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund Regular Growth Motilal Oswal Small Cap Fund - Regular (G)
1 Year 31.46% 15.71%
3 Year 29.82% -
5 Year 35.55% -

Risk Management

Scheme Name Bandhan Small Cap Fund Regular Growth Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation 17.86% -
Sharp 1.25% -
Beta 0.89% -
Alpha 7.57% -

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 14.77 16.34
Small Cap 67.72 67.72
Large Cap 7.98 1.31
Mid Cap 9.53 14.63

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

Motilal Oswal Small Cap Fund - Regular (G)

Others 10.57 7.74
Financial Services 20.88 14.44
Consumer Cyclical 12.07 23.22
Communication Services 2.6 0
Industrials 12.42 16.64
Healthcare 11.54 12.67
Real Estate 8.24 -
Utilities 1.3 2.29
Basic Materials 10.74 10.72
Consumer Defensive 4.66 3.49
Technology 4.86 7.23
Energy 0.14 1.57

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