UTI Small Cap Fund vs Bandhan Small Cap Fund compare

UTI Small Cap Fund vs Bandhan Small Cap Fund compare

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Bandhan Small Cap Fund Regular Growth

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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)	₹15738 Cr	₹4669 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	2.04%	1.15%
6 Month	16.08%	12.95%
1 Year	-0.29%	-1.92%
3 Year	30.38%	18%
5 Year	30.23%	-

SIP Return Analysis

Scheme Name	Bandhan Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	4.36%	2.77%
1 Year	18.56%	13.17%
3 Year	28.15%	17.04%
5 Year	26.2%	-

Rolling Lumpsum Returns

Scheme Name	Bandhan Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	31.46%	19.9%
3 Year	29.82%	21.57%
5 Year	35.55%	-

Risk Management

Scheme Name	Bandhan Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	17.86%	17.07%
Sharp	1.25%	0.71%
Beta	0.89%	0.83%
Alpha	7.57%	-1.64%

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	14.77	8.2
Small Cap	67.72	78.96
Large Cap	7.98	-
Mid Cap	9.53	12.84

Sector Allocation

Scheme Name	Bandhan Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	10.57	3.66
Financial Services	20.88	14.94
Consumer Cyclical	12.07	10.48
Communication Services	2.6	4.92
Industrials	12.42	24.56
Healthcare	11.54	11.54
Real Estate	8.24	1.27
Utilities	1.3	-
Basic Materials	10.74	11.79
Consumer Defensive	4.66	4.18
Technology	4.86	12.66
Energy	0.14	-

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