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) | ₹9236 Cr | ₹4351 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 | 9.08% | 8.04% |
6 Month | -3.64% | -4.6% |
1 Year | 16.23% | 10.2% |
3 Year | 34.98% | 24.18% |
5 Year | 36.63% | - |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 13.21% | 11.43% |
1 Year | 13.79% | 10.18% |
3 Year | 33.76% | 20.81% |
5 Year | 29.88% | - |
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 | 17.776% | 15.798% |
Sharp | 0.978% | 0.643% |
Beta | 0.905% | 0.797% |
Alpha | 4.369% | -1.253% |
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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 | 8.74 | 4.22 |
Large Cap | 5.39 | - |
Small Cap | 74.4 | 80.51 |
Mid Cap | 11.48 | 15.27 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.5 | 4.06 |
Basic Materials | 11.69 | 13.07 |
Energy | 0.41 | - |
Financial Services | 18.71 | 11.96 |
Consumer Cyclical | 13.18 | 10.66 |
Communication Services | 0.84 | 4.69 |
Healthcare | 12.33 | 13.9 |
Industrials | 14.98 | 23.36 |
Real Estate | 7.4 | 1.48 |
Utilities | 1.79 | - |
Consumer Defensive | 5.33 | 5.74 |
Technology | 4.84 | 11.08 |
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