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

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tortoise-icon Bandhan Small Cap Fund Regular Growth

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tortoise-icon 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) ₹14062 Cr ₹3394 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 3.23% 3.93%
6 Month 20.89% 21.67%
1 Year -1.71% -1.78%
3 Year 28.07% 19.48%
5 Year 31.39% 28.27%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month 5.41% 5.06%
1 Year 13.97% 13.21%
3 Year 29.37% 18.18%
5 Year 26.88% 20.16%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 32.72% 15.05%
3 Year 29.89% 18.08%
5 Year 35.96% 15.62%

Risk Management

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 17.94% 14.09%
Sharp 1.11% 0.84%
Beta 0.90% 0.77%
Alpha 5.84% 0.54%

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 15.16 7.93
Large Cap 7.6 5.53
Small Cap 68.34 85.57
Mid Cap 8.9 0.97

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 12.45 5.89
Energy 0.09 -
Financial Services 20.52 19.02
Consumer Cyclical 11.99 20.38
Communication Services 1.75 5.23
Industrials 12.99 19.06
Healthcare 12.14 11.84
Real Estate 8.53 2.66
Utilities 1.3 1.15
Basic Materials 10.07 8.13
Consumer Defensive 4.7 3.24
Technology 3.46 3.41

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