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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) | ₹9236 Cr | ₹8883 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 | 4.93% | 3.48% |
| 6 Month | -12.23% | -18.09% |
| 1 Year | 12.77% | 3.19% |
| 3 Year | 27.3% | 20.22% |
| 5 Year | 35.32% | 34.18% |
SIP Return Analysis
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.42% | -6.2% |
| 1 Year | -12.46% | -19.38% |
| 3 Year | 25.37% | 13.76% |
| 5 Year | 25.59% | 21.24% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 44.23% | 28.19% |
| 3 Year | 29.91% | 29.82% |
| 5 Year | - | 28.63% |
Risk Management
| Scheme Name | Bandhan Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.776% | 15.861% |
| Sharp | 0.978% | 0.793% |
| Beta | 0.905% | 0.736% |
| Alpha | 4.369% | 3.356% |
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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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