Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Bandhan Small Cap Fund Regular Growth

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

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) ₹11744 Cr ₹3311 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 3.15% 2.98%
6 Month -1.01% -0.59%
1 Year 12.52% 3.54%
3 Year 34.97% 26.13%
5 Year 36.2% 31.97%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month 13.64% 13.09%
1 Year 14.13% 11.89%
3 Year 33.91% 21.14%
5 Year 29.85% 22.9%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 37.04% 15.61%
3 Year 29.57% 17.89%
5 Year 35.67% 15.53%

Risk Management

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 18.17% 14.09%
Sharp 1.28% 1.03%
Beta 0.88% 0.77%
Alpha 6.16% 1.81%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 8.74 10.65
Large Cap 5.39 5.65
Small Cap 74.4 82.41
Mid Cap 11.48 2.01

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.5 10.65
Basic Materials 11.69 -
Energy 0.41 -
Financial Services 18.71 -
Consumer Cyclical 13.18 -
Communication Services 0.84 -
Healthcare 12.33 -
Industrials 14.98 -
Real Estate 7.4 -
Utilities 1.79 -
Consumer Defensive 5.33 -
Technology 4.84 -
Capital Markets - 3.35
Auto Components - 5.62
IT - Services - 4.99
Industrial Manufacturing - 1.22
Construction - 2.37
Retailing - 1.89
Banks - 8.86
Chemicals & Petrochemicals - 2.14
Consumer Durables - 7.16
IT - Software - 2.42
Pharmaceuticals & Biotechnology - 5.38
Agricultural Food & other Products - 2.13
Industrial Products - 8.09
Fertilizers & Agrochemicals - 2.12
Finance - 6.48
Automobiles - 0.58
Healthcare Services - 4.5
Entertainment - 0.95
Gas - 1.31
Leisure Services - 3.32
Cement & Cement Products - 1.62
Other Consumer Services - 0.97
Electrical Equipment - 1.55
Insurance - 0.83
Personal Products - 1.26
Other Utilities - 1.45
Realty - 3.26
Transport Infrastructure - 1.55
Aerospace & Defense - 1.86
Textiles & Apparels - 0.84

Top Comparisons

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

3Y Returns14.74%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.91%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.91%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.3%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns24.3%

Compare Now

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

3Y Returns18.74%

VS

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns20.92%

Compare Now
Add to Cart Successfully