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) | ₹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 |
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