Aditya Birla Sun Life Small Cap Fund vs Bandhan Small Cap Fund compare

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tortoise-icon Bandhan Small Cap Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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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 Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Fund Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5872 Cr ₹5178 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Feb 2020 31 May 2007
Category Small Cap Small Cap
Fund Type Open-ended Open Ended
Benchmark BSE 250 SmallCap Index BSE 250 SmallCap Index
Turn Over % 34%
Expense Ratio 1.77 1.88
Manager Manish Gunwani Dhaval Joshi
ISIN Code INF194KB1AJ8 INF209K01EN2
Exits Load Exit load of 1%, if redeemed within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month 7.7% -0.15%
6 Month 34.27% 21.2%
1 Year 75.34% 38.19%
3 Year 29.25% 20.29%
5 Year - 25.39%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year 25.86% 17.01%
3 Year 63.91% 43.27%
5 Year 110.47% 92.59%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 37.83% 29.1%
3 Year 88.36% 68.7%
5 Year 121.2% 103.25%

Risk Management

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 17.04% 15.15%
Sharp 1.12% 0.8%
Beta 0.88% 0.84%
Alpha 3.51% -2.07%

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Fund Managers

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Name Manish Gunwani Dhaval Joshi
Total AUM ₹8731 Cr ₹361932 Cr
Fund Manage 4 55
Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH

Market Cap

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 6.25 2.6
Small Cap 68.56 85.69
Mid Cap 16.96 11.37
Large Cap 8.26 0.3

Sector Allocation

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 6.25 1.41
Finance 13.8 -
Telecom - Services 2.59 -
Electrical Equipment 3.67 -
Chemicals & Petrochemicals 3.5 -
Textiles & Apparels 4.35 -
Industrial Products 4.28 -
IT - Hardware 1.59 -
Agricultural Food & other Products 2.24 -
Ferrous Metals 1.53 -
Banks 4.51 -
Capital Markets 4.76 -
Commercial Services & Supplies 2.93 -
Realty 4.07 -
Petroleum Products 1.95 -
Transport Services 1.37 -
Cement & Cement Products 1.7 -
IT - Services 1.29 -
Consumer Durables 4.33 -
Pharmaceuticals & Biotechnology 7.81 -
Minerals & Mining 0.87 -
Beverages 0.86 -
Auto Components 3.15 -
Power 1.33 -
Financial Technology (Fintech) 0.73 -
Gas 0.69 -
Healthcare Services 2.67 -
IT - Software 0.67 -
Diversified 0.82 -
Retailing 1.38 -
Non - Ferrous Metals 0.57 -
Industrial Manufacturing 0.52 -
Oil 0.52 -
Construction 0.57 7.65
Telecom - Equipment & Accessories 0.51 -
Leisure Services 1.29 -
Diversified Metals 0.5 -
Aerospace & Defense 0.88 -
Automobiles 0.61 -
Food Products 1.03 -
Personal Products 0.41 -
Household Products 0.39 -
Fertilizers & Agrochemicals 0.36 -
Paper, Forest & Jute Products 0.18 -
Capital Goods - 16.43
Consumer Discretionary - 7.73
Services - 11.31
Chemicals - 3.87
Materials - 6.62
Textiles - 3.23
Healthcare - 5.86
Metals & Mining - 5.5
Consumer Staples - 6.14
Financial - 8.84
Insurance - 1.52
Energy - 1.88
Technology - 6.21
Automobile - 5.76

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