UTI Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12982 Cr | ₹4844 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2020 | 22 Dec 2020 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | 12.69% |
Expense Ratio | 1.72 | 1.9 |
Manager | Manish Gunwani | Deepesh Agarwal |
ISIN Code | INF194KB1AJ8 | INF789F1AUO6 |
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 | UTI 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 | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.15% | -1.51% |
6 Month | 12.47% | 8.2% |
1 Year | 6.68% | 0.52% |
3 Year | 31.93% | 20.53% |
5 Year | 34.94% | - |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.29% | 9.35% |
1 Year | 14.68% | 9.83% |
3 Year | 32.87% | 19.79% |
5 Year | 29.11% | - |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 37.04% | 22.14% |
3 Year | 29.57% | 21.69% |
5 Year | 35.67% | - |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.80% | 17.09% |
Sharp | 1.44% | 1.00% |
Beta | 0.88% | 0.84% |
Alpha | 5.48% | -1.95% |
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Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Manish Gunwani | Deepesh Agarwal |
Total AUM | ₹8731 Cr | ₹35015 Cr |
Funds Managed | 4 | 9 |
Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 17.83 | 7.49 |
Large Cap | 5.56 | - |
Small Cap | 68.27 | 81.23 |
Mid Cap | 8.34 | 11.28 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 16.48 | 4.58 |
Basic Materials | 9.56 | 13.66 |
Energy | 0.35 | - |
Financial Services | 18.58 | 16.62 |
Consumer Cyclical | 11.67 | 9.39 |
Communication Services | 0.54 | 5.08 |
Healthcare | 12.05 | 11.29 |
Industrials | 12.66 | 23.42 |
Real Estate | 8.34 | 1.37 |
Utilities | 1.34 | - |
Consumer Defensive | 4.64 | 4.14 |
Technology | 3.8 | 10.45 |
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