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) | ₹18174 Cr | ₹5862 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 | -3.12% | -4.27% |
| 6 Month | 1.29% | 1.16% |
| 1 Year | -3.86% | -7.61% |
| 3 Year | 28.63% | - |
| 5 Year | 25.91% | - |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -2.63% | -2.87% |
| 1 Year | 5.88% | 3.94% |
| 3 Year | 22.03% | - |
| 5 Year | 23.12% | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 29.23% | 15.71% |
| 3 Year | 29.79% | - |
| 5 Year | 32.54% | - |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 18.02% | - |
| Sharp | 1.19% | - |
| Beta | 0.89% | - |
| Alpha | 8.50% | - |
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 | 18.01 | 17.4 |
| Small Cap | 65.09 | 72.23 |
| Large Cap | 8.35 | 1.31 |
| Mid Cap | 8.56 | 9.06 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 12.92 | 6.48 |
| Financial Services | 21.35 | 17.45 |
| Consumer Cyclical | 11.97 | 24.66 |
| Industrials | 11.17 | 14.03 |
| Healthcare | 11.28 | 10.97 |
| Real Estate | 8.03 | 2.4 |
| Utilities | 0.87 | 2.01 |
| Basic Materials | 10.26 | 8.19 |
| Consumer Defensive | 4.14 | 3.96 |
| Technology | 5.3 | 8.18 |
| Energy | 0.26 | 1.67 |
| Communication Services | 2.45 | - |
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