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) | ₹17380 Cr | ₹3496 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 | -3.24% | -2.71% |
| 6 Month | -0.92% | 0.36% |
| 1 Year | -4.8% | -3.78% |
| 3 Year | 28.64% | 19.45% |
| 5 Year | 26.65% | 22.95% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.39% | 0.23% |
| 1 Year | 10.3% | 11.55% |
| 3 Year | 23.2% | 14.17% |
| 5 Year | 23.46% | 17.2% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 29.64% | 14.39% |
| 3 Year | 29.83% | 18.55% |
| 5 Year | 33.37% | 15.79% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.02% | 14.09% |
| Sharp | 1.19% | 0.88% |
| Beta | 0.89% | 0.77% |
| Alpha | 8.50% | 2.04% |
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 | 15.73 | 9.85 |
| Small Cap | 66.83 | 81.65 |
| Large Cap | 8.21 | 6.23 |
| Mid Cap | 9.24 | 2.26 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.99 | 7.44 |
| Financial Services | 21.46 | 18.65 |
| Consumer Cyclical | 11.94 | 19.13 |
| Industrials | 11.71 | 18.24 |
| Healthcare | 11.5 | 11.99 |
| Real Estate | 8.43 | 2.58 |
| Utilities | 0.99 | 1.09 |
| Basic Materials | 10.31 | 8.49 |
| Consumer Defensive | 4.49 | 2.59 |
| Technology | 5.28 | 4.38 |
| Energy | 0.28 | - |
| Communication Services | 2.62 | 5.41 |
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