Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Small Cap Fund vs Bandhan Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Small Cap Fund Regular Growth

Invest Now

tortoise-icon UTI Small Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹17380 Cr ₹4833 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 -4.12% -4.05%
6 Month -1.14% -3.4%
1 Year -5.1% -8.25%
3 Year 28.38% 16.44%
5 Year 25.69% -

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth UTI Small Cap Fund - Regular Plan - Growth Option
6 Month -1.56% -2.48%
1 Year 9.76% 5.45%
3 Year 22.76% 12.75%
5 Year 23.2% -

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund Regular Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Year 29.23% 19.9%
3 Year 29.79% 21.57%
5 Year 32.54% -

Risk Management

Scheme Name Bandhan Small Cap Fund Regular Growth UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 18.02% 17.19%
Sharp 1.19% 0.65%
Beta 0.89% 0.83%
Alpha 8.50% -0.87%

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 18.01 10.83
Small Cap 65.09 76.99
Large Cap 8.35 -
Mid Cap 8.56 12.18

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

UTI Small Cap Fund - Regular Plan - Growth Option

Others 12.92 5.2
Financial Services 21.35 15.06
Consumer Cyclical 11.97 9.11
Industrials 11.17 24.26
Healthcare 11.28 11.67
Real Estate 8.03 1.23
Utilities 0.87 -
Basic Materials 10.26 11.36
Consumer Defensive 4.14 4.44
Technology 5.3 13.39
Energy 0.26 -
Communication Services 2.45 4.29

Top Comparisons

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns22.04%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.89%

Compare Now

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.63%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.54%

Compare Now

HSBC Banking and PSU Debt Fund - Regular Growth HSBC Banking and PSU Debt Fund - Regular Growth

3Y Returns7.02%

VS

Sundaram Banking and PSU Fund - Regular Plan - Growth Sundaram Banking and PSU Fund - Regular Plan - Growth

3Y Returns7.42%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.59%

VS

Canara Robeco Large Cap Fund - Regular Plan - Growth Option Canara Robeco Large Cap Fund - Regular Plan - Growth Option

3Y Returns14.82%

Compare Now
Add to Cart Successfully