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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) | ₹15738 Cr | ₹11637 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 | -0.7% | -1.97% |
| 6 Month | 16.6% | 11.15% |
| 1 Year | -2.7% | -10.72% |
| 3 Year | 29.79% | 20.07% |
| 5 Year | 30.22% | 29.28% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.29% | 0.32% |
| 1 Year | 13.03% | 4.22% |
| 3 Year | 27.28% | 14.87% |
| 5 Year | 25.71% | 19.77% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 31.46% | 23.4% |
| 3 Year | 29.82% | 28.5% |
| 5 Year | 35.55% | 30.65% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.88% | 16.04% |
| Sharp | 1.16% | 0.82% |
| Beta | 0.90% | 0.78% |
| Alpha | 5.97% | 0.42% |
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 | 16.17 | 15.25 |
| Small Cap | 67.29 | 78.14 |
| Large Cap | 7.38 | - |
| Mid Cap | 9.16 | 6.61 |
Sector Allocation
| Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 12.41 | 12.45 |
| Financial Services | 20.23 | 4.73 |
| Consumer Cyclical | 12.25 | 18.03 |
| Communication Services | 2.57 | - |
| Industrials | 12.25 | 24.88 |
| Healthcare | 11.8 | 8.98 |
| Real Estate | 8.16 | 4.17 |
| Utilities | 1.25 | 1.05 |
| Basic Materials | 10.37 | 19.39 |
| Consumer Defensive | 4.33 | 2.24 |
| Technology | 4.29 | 4.08 |
| Energy | 0.09 | - |
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