Bandhan Small Cap Fund vs Invesco India Smallcap Fund compare
Bandhan Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9236 Cr | ₹5905 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2020 | 30 Oct 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | % | 47% |
Expense Ratio | 1.72 | 1.78 |
Manager | Manish Gunwani | Aditya Khemani |
ISIN Code | INF194KB1AJ8 | INF205K011T7 |
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 | Invesco India Smallcap Fund - 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 | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.84% | 3.39% |
6 Month | -10% | -9.57% |
1 Year | 17.85% | 14.66% |
3 Year | 25.32% | 22.02% |
5 Year | 36.19% | 33.96% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.94% | -3.57% |
1 Year | -5.74% | -7.39% |
3 Year | 29.12% | 22.86% |
5 Year | 28.09% | 25.41% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 44.23% | 26.35% |
3 Year | 29.91% | 28.04% |
5 Year | - | 28.21% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.776% | 16.892% |
Sharp | 0.978% | 0.805% |
Beta | 0.905% | 0.794% |
Alpha | 4.369% | 3.629% |
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Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Name | Manish Gunwani | Aditya Khemani |
Total AUM | ₹8731 Cr | ₹12070 Cr |
Funds Managed | 4 | 3 |
Bandhan Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.74 | 8.08 |
Large Cap | 5.39 | 2.77 |
Small Cap | 74.4 | 65.82 |
Mid Cap | 11.48 | 23.33 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.5 | 6.4 |
Basic Materials | 11.69 | 6.95 |
Energy | 0.41 | 0 |
Financial Services | 18.71 | 20.58 |
Consumer Cyclical | 13.18 | 10.82 |
Communication Services | 0.84 | 1.11 |
Healthcare | 12.33 | 17.7 |
Industrials | 14.98 | 23.62 |
Real Estate | 7.4 | 1.99 |
Utilities | 1.79 | - |
Consumer Defensive | 5.33 | 2 |
Technology | 4.84 | 8.84 |
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