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 | -0.7% | -0.52% |
6 Month | 16.6% | 15.85% |
1 Year | -2.7% | -3.38% |
3 Year | 29.79% | 20.47% |
5 Year | 30.22% | 27% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.29% | 2.27% |
1 Year | 13.03% | 12.72% |
3 Year | 27.28% | 16.75% |
5 Year | 25.71% | 19.08% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 31.46% | 14.64% |
3 Year | 29.82% | 18.25% |
5 Year | 35.55% | 15.68% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.88% | 14.09% |
Sharp | 1.16% | 0.87% |
Beta | 0.90% | 0.77% |
Alpha | 5.97% | 0.62% |
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 | 16.17 | 7.49 |
Small Cap | 67.29 | 85.9 |
Large Cap | 7.38 | 5.63 |
Mid Cap | 9.16 | 0.99 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 12.41 | 5.27 |
Financial Services | 20.23 | 17.74 |
Consumer Cyclical | 12.25 | 21.48 |
Communication Services | 2.57 | 5.4 |
Industrials | 12.25 | 19.02 |
Healthcare | 11.8 | 12.28 |
Real Estate | 8.16 | 2.41 |
Utilities | 1.25 | 1.09 |
Basic Materials | 10.37 | 8.03 |
Consumer Defensive | 4.33 | 3.12 |
Technology | 4.29 | 4.17 |
Energy | 0.09 | - |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns19.47%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns16.47%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.37%
BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth
3Y Returns8.65%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns8.19%
ICICI Prudential Smallcap Fund - Growth
3Y Returns17.96%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%