Tata Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14062 Cr | ₹11576 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2020 | 12 Nov 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | 4.59% |
Expense Ratio | 1.72 | 1.7 |
Manager | Manish Gunwani | Chandraprakash Padiyar |
ISIN Code | INF194KB1AJ8 | INF277K015O2 |
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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Month | -3.85% | -4.49% |
6 Month | 16.87% | 15.18% |
1 Year | 2.68% | -2.11% |
3 Year | 29.92% | 22.63% |
5 Year | 31.32% | 30.29% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.59% | 3.14% |
1 Year | 4.79% | -1.48% |
3 Year | 28.16% | 16.31% |
5 Year | 26.35% | 21.35% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 32.72% | 25.17% |
3 Year | 29.89% | 28.72% |
5 Year | 35.96% | 31.28% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.65% | 15.98% |
Sharp | 1.29% | 1.09% |
Beta | 0.89% | 0.77% |
Alpha | 5.92% | 2.78% |
Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Name | Manish Gunwani | Chandraprakash Padiyar |
Total AUM | ₹8731 Cr | ₹15627 Cr |
Funds Managed | 4 | 3 |
Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 15.16 | 12.11 |
Large Cap | 7.6 | - |
Small Cap | 68.34 | 81.63 |
Mid Cap | 8.9 | 6.26 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 12.45 | 9.62 |
Energy | 0.09 | - |
Financial Services | 20.52 | 4.82 |
Consumer Cyclical | 11.99 | 18.21 |
Communication Services | 1.75 | - |
Industrials | 12.99 | 25.55 |
Healthcare | 12.14 | 9.72 |
Real Estate | 8.53 | 4.11 |
Utilities | 1.3 | 0.92 |
Basic Materials | 10.07 | 19.78 |
Consumer Defensive | 4.7 | 2.62 |
Technology | 3.46 | 4.63 |
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