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) | ₹14562 Cr | ₹4681 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 | 3.23% | 2.4% |
6 Month | 20.89% | 19.34% |
1 Year | -1.71% | -2.37% |
3 Year | 28.07% | 17.45% |
5 Year | 31.39% | - |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.41% | 4.57% |
1 Year | 13.97% | 10.51% |
3 Year | 29.37% | 17.85% |
5 Year | 26.88% | - |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 32.72% | 20.97% |
3 Year | 29.89% | 22.04% |
5 Year | 35.96% | - |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.94% | 16.92% |
Sharp | 1.11% | 0.68% |
Beta | 0.90% | 0.84% |
Alpha | 5.84% | -1.55% |
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 | 15.16 | 9.26 |
Large Cap | 7.6 | - |
Small Cap | 68.34 | 78.93 |
Mid Cap | 8.9 | 11.81 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 12.45 | 5.32 |
Energy | 0.09 | - |
Financial Services | 20.52 | 15.22 |
Consumer Cyclical | 11.99 | 10.12 |
Communication Services | 1.75 | 4.88 |
Industrials | 12.99 | 23.12 |
Healthcare | 12.14 | 12.16 |
Real Estate | 8.53 | 1.26 |
Utilities | 1.3 | - |
Basic Materials | 10.07 | 12.4 |
Consumer Defensive | 4.7 | 4.28 |
Technology | 3.46 | 11.24 |
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