PGIM India Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹17380 Cr | ₹1634 Cr | ₹1634 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2020 | 29 Jul 2021 | 29 Jul 2021 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 119% | 119% |
| Expense Ratio | 1.72 | 2.07 | 2.07 |
| Manager | Manish Gunwani | Puneet Pal | Puneet Pal |
| ISIN Code | INF194KB1AJ8 | INF663L01W30 | INF663L01W30 |
| 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 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -3.24% | -2.6% | -2.6% |
| 6 Month | -0.92% | 3.01% | 3.01% |
| 1 Year | -4.8% | -2.9% | -2.9% |
| 3 Year | 28.64% | 12.65% | 12.65% |
| 5 Year | 26.65% | - | - |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | -1.56% | -1.94% | -1.94% |
| 1 Year | 9.76% | 10.39% | 10.39% |
| 3 Year | 22.76% | 11.99% | 11.99% |
| 5 Year | 23.2% | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 29.64% | 10.19% | 10.19% |
| 3 Year | 29.83% | 13.9% | 13.9% |
| 5 Year | 33.37% | - | - |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 18.02% | 15.21% | 15.21% |
| Sharp | 1.19% | 0.45% | 0.45% |
| Beta | 0.89% | 0.71% | 0.71% |
| Alpha | 8.50% | -3.51% | -3.51% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Manish Gunwani | Puneet Pal | Puneet Pal |
| Total AUM | ₹8731 Cr | ₹20950 Cr | ₹20950 Cr |
| Funds Managed | 4 | 19 | 19 |
| Bandhan Small Cap Fund Regular Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 15.73 | 10.81 | 10.81 |
| Small Cap | 66.83 | 72.59 | 72.59 |
| Large Cap | 8.21 | 1.03 | 1.03 |
| Mid Cap | 9.24 | 15.57 | 15.57 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 10.99 | 3.37 | 3.37 |
| Financial Services | 21.46 | 11.83 | 11.83 |
| Consumer Cyclical | 11.94 | 17.04 | 17.04 |
| Industrials | 11.71 | 16.81 | 16.81 |
| Healthcare | 11.5 | 16.74 | 16.74 |
| Real Estate | 8.43 | 0.86 | 0.86 |
| Utilities | 0.99 | - | - |
| Basic Materials | 10.31 | 15.55 | 15.55 |
| Consumer Defensive | 4.49 | 9.38 | 9.38 |
| Technology | 5.28 | 5.81 | 5.81 |
| Energy | 0.28 | - | - |
| Communication Services | 2.62 | 2.6 | 2.6 |
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