Sundaram Small Cap Fund Regular Plan vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15738 Cr | ₹3341 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Feb 2020 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 22% |
| Expense Ratio | 1.72 | 1.97 |
| Manager | Manish Gunwani | Rohit Seksaria |
| ISIN Code | INF194KB1AJ8 | INF903J01470 |
| 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 | Sundaram Small Cap Fund - 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.19% | 1.42% |
| 6 Month | 16.23% | 13.93% |
| 1 Year | 2.86% | 2.18% |
| 3 Year | 30.95% | 20.91% |
| 5 Year | 29.99% | 26.89% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.66% | 2.55% |
| 1 Year | 15.9% | 15.68% |
| 3 Year | 26.73% | 16.59% |
| 5 Year | 25.31% | 18.68% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 30.02% | 14.54% |
| 3 Year | 29.79% | 18.47% |
| 5 Year | 34.67% | 15.78% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.86% | 14.09% |
| Sharp | 1.25% | 0.92% |
| Beta | 0.89% | 0.77% |
| Alpha | 7.57% | 1.05% |
Fund Managers
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Manish Gunwani | Rohit Seksaria |
| Total AUM | ₹8731 Cr | ₹0 Cr |
| Funds Managed | 4 | 15 |
| Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.77 | 8.28 |
| Small Cap | 67.72 | 84.1 |
| Large Cap | 7.98 | 5.92 |
| Mid Cap | 9.53 | 1.7 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 11.01 | 6.01 |
| Financial Services | 20.88 | 18.08 |
| Consumer Cyclical | 12.07 | 21.13 |
| Communication Services | 2.6 | 5.47 |
| Industrials | 12.42 | 18.55 |
| Healthcare | 11.54 | 12.08 |
| Real Estate | 8.24 | 2.41 |
| Utilities | 1.3 | 1.14 |
| Basic Materials | 10.3 | 7.98 |
| Consumer Defensive | 4.66 | 2.7 |
| Technology | 4.86 | 4.45 |
| Energy | 0.14 | - |
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