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) | ₹11744 Cr | ₹10529 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 | 3.15% | 3.52% |
6 Month | -1.01% | -4.3% |
1 Year | 12.52% | 2.43% |
3 Year | 34.97% | 27.39% |
5 Year | 36.2% | 33.48% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 13.64% | 11.65% |
1 Year | 14.13% | 6.11% |
3 Year | 33.91% | 21.17% |
5 Year | 29.85% | 24.82% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 37.04% | 26.47% |
3 Year | 29.57% | 29.12% |
5 Year | 35.67% | 29.64% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 18.17% | 16.37% |
Sharp | 1.28% | 1.05% |
Beta | 0.88% | 0.76% |
Alpha | 6.16% | 2.45% |
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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 | 8.74 | 7.03 |
Large Cap | 5.39 | - |
Small Cap | 74.4 | 84.22 |
Mid Cap | 11.48 | 8.75 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 8.5 | 8.25 |
Basic Materials | 11.69 | 18.16 |
Energy | 0.41 | - |
Financial Services | 18.71 | 8.32 |
Consumer Cyclical | 13.18 | 15.97 |
Communication Services | 0.84 | - |
Healthcare | 12.33 | 10.59 |
Industrials | 14.98 | 24.35 |
Real Estate | 7.4 | 3.86 |
Utilities | 1.79 | 0.82 |
Consumer Defensive | 5.33 | 3.84 |
Technology | 4.84 | 5.85 |
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