Sundaram Small Cap Fund Regular Plan vs Bandhan Small Cap Fund compare

Sundaram Small Cap Fund Regular Plan vs Bandhan Small Cap Fund compare

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Bandhan Small Cap Fund Regular Growth

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Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹18990 Cr	₹3401 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	-6.18%	-5.53%
6 Month	-7.79%	-5.91%
1 Year	5.86%	5.35%
3 Year	28.42%	18.7%
5 Year	23.5%	20.97%

SIP Return Analysis

Scheme Name	Bandhan Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-7.3%	-6.54%
1 Year	-7.07%	-4.68%
3 Year	15.68%	8.03%
5 Year	19.79%	13.72%

Rolling Lumpsum Returns

Scheme Name	Bandhan Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	27.76%	14.06%
3 Year	29.76%	18.65%
5 Year	31.83%	15.83%

Risk Management

Scheme Name	Bandhan Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	17.04%	14.09%
Sharp	1.22%	0.89%
Beta	0.88%	0.77%
Alpha	8.06%	1.83%

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	16.22	8.02
Small Cap	67	82.88
Large Cap	8.54	6.67
Mid Cap	8.25	2.43

Sector Allocation

Scheme Name	Bandhan Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	9.73	4.69
Financial Services	21.05	19.15
Basic Materials	10.63	9.05
Consumer Cyclical	11.98	20.84
Industrials	12.14	18.66
Healthcare	11.51	11.59
Real Estate	9.06	2.3
Utilities	1.12	1.11
Consumer Defensive	4.24	2.6
Technology	5.75	4.64
Energy	0.24	-
Communication Services	2.54	5.37

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