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 ₹100
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 -7.66% -8.46%
6 Month 16.06% 5.63%
1 Year 48.41% 23.05%
3 Year 25.18% 14.94%
5 Year - 22.86%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year 45.94% 23.62%
3 Year 42.54% 26.53%
5 Year - 26.71%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 44.18% 12.55%
3 Year 30.19% 16.79%
5 Year - 14.51%

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 2.33
Large Cap 8.26 0.51
Small Cap 68.56 81.79
Mid Cap 16.96 15.02

Sector Allocation

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 6.25 2.33
Petroleum Products 1.95 -
Finance 13.8 4.38
Pharmaceuticals & Biotechnology 7.81 4.29
Consumer Durables 4.33 5.87
Auto Components 3.15 8.39
IT - Services 1.29 1.49
Transport Services 1.37 0.16
Healthcare Services 2.67 2.45
Banks 4.51 1.69
Retailing 1.38 2
Textiles & Apparels 4.35 3.02
Electrical Equipment 3.67 7.93
Cement & Cement Products 1.7 2.32
Food Products 1.03 1.62
Paper, Forest & Jute Products 0.18 1.07
Telecom - Equipment & Accessories 0.51 -
Realty 4.07 6.21
IT - Hardware 1.59 -
Leisure Services 1.29 1.28
Aerospace & Defense 0.88 -
Capital Markets 4.76 1.09
Telecom - Services 2.59 -
Fertilizers & Agrochemicals 0.36 -
Chemicals & Petrochemicals 3.5 4.66
Non - Ferrous Metals 0.57 1.15
Industrial Products 4.28 10.72
Diversified Metals 0.5 -
Construction 0.57 3.77
Diversified 0.82 -
Gas 0.69 -
Agricultural Food & other Products 2.24 1.65
Oil 0.52 -
Power 1.33 -
Minerals & Mining 0.87 0.26
Personal Products 0.41 0.9
Automobiles 0.61 0.26
Commercial Services & Supplies 2.93 2.86
Household Products 0.39 -
Ferrous Metals 1.53 -
IT - Software 0.67 3.75
Industrial Manufacturing 0.52 5.82
Beverages 0.86 1.21
Financial Technology (Fintech) 0.73 0.66
Entertainment - 0.84
Agricultural, Commercial & Construction Vehicles - 1.34
Insurance - 2.21

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