SBI Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
SBI Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹18990 Cr | ₹36268 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2020 | 09 Sep 2009 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 9% |
| Expense Ratio | 1.72 | 1.58 |
| Manager | Manish Gunwani | Pradeep Kesavan |
| ISIN Code | INF194KB1AJ8 | INF200K01T28 |
| 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 | SBI 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 | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -0.61% | -2.34% |
| 6 Month | -5.04% | -8.58% |
| 1 Year | 3.32% | -3.2% |
| 3 Year | 29.22% | 12.99% |
| 5 Year | 24.32% | 17.17% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.32% | -5.13% |
| 1 Year | 5.2% | -4.44% |
| 3 Year | 19.57% | 5.29% |
| 5 Year | 21.76% | 10.9% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.76% | 16.36% |
| 3 Year | 29.76% | 23.3% |
| 5 Year | 31.83% | 22.9% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.04% | 11.59% |
| Sharp | 1.22% | 0.59% |
| Beta | 0.88% | 0.7% |
| Alpha | 8.06% | -2.71% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Name | Manish Gunwani | Pradeep Kesavan |
| Total AUM | ₹8731 Cr | ₹434274 Cr |
| Funds Managed | 4 | 43 |
| Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.22 | 18.89 |
| Small Cap | 67 | 78.61 |
| Large Cap | 8.54 | - |
| Mid Cap | 8.25 | 2.5 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.73 | 10.41 |
| Financial Services | 21.05 | 15.46 |
| Basic Materials | 10.63 | 13.86 |
| Consumer Cyclical | 11.98 | 23.59 |
| Industrials | 12.14 | 25.74 |
| Healthcare | 11.51 | 2.07 |
| Real Estate | 9.06 | 1.08 |
| Utilities | 1.12 | 0.2 |
| Consumer Defensive | 4.24 | 3.77 |
| Technology | 5.75 | 2.55 |
| Energy | 0.24 | - |
| Communication Services | 2.54 | 1.27 |
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