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 | -3.39% | -3.02% |
| 6 Month | 0.87% | 1.76% |
| 1 Year | -3.45% | -2.4% |
| 3 Year | 28.53% | 19.02% |
| 5 Year | 27.06% | 23.73% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.72% | 1.91% |
| 1 Year | 13.14% | 15.29% |
| 3 Year | 25.11% | 15.88% |
| 5 Year | 24.63% | 18.36% |
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 | 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 | 15.73 | 6.86 |
| Small Cap | 66.83 | 80.7 |
| Large Cap | 8.21 | 7.85 |
| Mid Cap | 9.24 | 4.59 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.99 | 6.86 |
| Financial Services | 21.46 | - |
| Consumer Cyclical | 11.94 | - |
| Industrials | 11.71 | - |
| Healthcare | 11.5 | - |
| Real Estate | 8.05 | - |
| Utilities | 0.99 | - |
| Basic Materials | 10.7 | - |
| Consumer Defensive | 4.49 | - |
| Technology | 5.28 | - |
| Energy | 0.28 | - |
| Communication Services | 2.62 | - |
| Capital Markets | - | 4.5 |
| Auto Components | - | 7.67 |
| IT - Services | - | 5.21 |
| Industrial Manufacturing | - | 1.23 |
| Construction | - | 2.58 |
| Retailing | - | 3.86 |
| Chemicals & Petrochemicals | - | 2.85 |
| Banks | - | 9.47 |
| Consumer Durables | - | 6.16 |
| IT - Software | - | 3.15 |
| Pharmaceuticals & Biotechnology | - | 5.86 |
| Agricultural Food & other Products | - | 1.56 |
| Industrial Products | - | 7.3 |
| Fertilizers & Agrochemicals | - | 2.81 |
| Finance | - | 4.69 |
| Healthcare Services | - | 4.64 |
| Entertainment | - | 0.87 |
| Gas | - | 1.09 |
| Leisure Services | - | 3.05 |
| Cement & Cement Products | - | 1.09 |
| Electrical Equipment | - | 0.96 |
| Insurance | - | 1.49 |
| Personal Products | - | 1.03 |
| Other Utilities | - | 1.15 |
| Realty | - | 2.57 |
| Transport Infrastructure | - | 1.62 |
| Textiles & Apparels | - | 1.76 |
| Aerospace & Defense | - | 2.92 |
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