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UTI Small Cap Fund vs Bandhan Small Cap Fund compare

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tortoise-icon Bandhan Small Cap Fund Regular Growth

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

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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) ₹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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