Aditya Birla Sun Life Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹9236 Cr | ₹4585 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2020 | 31 May 2007 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | % | 34% |
Expense Ratio | 1.72 | 1.89 |
Manager | Manish Gunwani | Dhaval Joshi |
ISIN Code | INF194KB1AJ8 | INF209K01EN2 |
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 | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
1 Month | -8.85% | -11.06% |
6 Month | -13.17% | -18.15% |
1 Year | 12.87% | -1.41% |
3 Year | 24.44% | 12.86% |
5 Year | - | 17.85% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
6 Month | - | - |
1 Year | -6.25% | -20.77% |
3 Year | 27.66% | 10.94% |
5 Year | - | 17.24% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
1 Year | 44.23% | 12.75% |
3 Year | 29.91% | 16.73% |
5 Year | - | 14.7% |
Risk Management
Scheme Name | Bandhan Small Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Standard Deviation | 17.776% | 16.923% |
Sharp | 0.978% | 0.432% |
Beta | 0.905% | 0.869% |
Alpha | 4.369% | -5.121% |
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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 | 1.81 |
Large Cap | 8.26 | 0.46 |
Small Cap | 68.56 | 82.39 |
Mid Cap | 16.96 | 14.93 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Others | 6.25 | 1.81 |
Petroleum Products | 1.95 | - |
Finance | 13.8 | 4.14 |
Pharmaceuticals & Biotechnology | 7.81 | 4.36 |
Consumer Durables | 4.33 | 5.69 |
Auto Components | 3.15 | 8.26 |
IT - Services | 1.29 | 1.55 |
Transport Services | 1.37 | 0.16 |
Healthcare Services | 2.67 | 2.56 |
Banks | 4.51 | 1.78 |
Retailing | 1.38 | 1.79 |
Textiles & Apparels | 4.35 | 3.08 |
Electrical Equipment | 3.67 | 8.22 |
Cement & Cement Products | 1.7 | 2.47 |
Food Products | 1.03 | 1.58 |
Paper, Forest & Jute Products | 0.18 | 1.08 |
Telecom - Equipment & Accessories | 0.51 | - |
Realty | 4.07 | 5.68 |
IT - Hardware | 1.59 | - |
Leisure Services | 1.29 | 1.29 |
Aerospace & Defense | 0.88 | - |
Capital Markets | 4.76 | 1.3 |
Telecom - Services | 2.59 | - |
Fertilizers & Agrochemicals | 0.36 | - |
Chemicals & Petrochemicals | 3.5 | 4.82 |
Non - Ferrous Metals | 0.57 | 1.31 |
Industrial Products | 4.28 | 11.31 |
Diversified Metals | 0.5 | - |
Construction | 0.57 | 3.45 |
Diversified | 0.82 | - |
Gas | 0.69 | - |
Agricultural Food & other Products | 2.24 | 1.67 |
Oil | 0.52 | - |
Power | 1.33 | - |
Minerals & Mining | 0.87 | 0.03 |
Personal Products | 0.41 | 0.86 |
Automobiles | 0.61 | 0.25 |
Commercial Services & Supplies | 2.93 | 2.67 |
Household Products | 0.39 | - |
Ferrous Metals | 1.53 | - |
IT - Software | 0.67 | 3.78 |
Industrial Manufacturing | 0.52 | 6.05 |
Beverages | 0.86 | 1.48 |
Financial Technology (Fintech) | 0.73 | 0.73 |
Entertainment | - | 0.83 |
Agricultural, Commercial & Construction Vehicles | - | 1.55 |
Insurance | - | 2 |
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