Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bandhan Small Cap Fund vs Invesco India Smallcap Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Small Cap Fund Regular Growth

Invest Now

tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

SBI Floating Rate Debt Fund - Regular Plan - Growth SBI Floating Rate Debt Fund - Regular Plan - Growth

3Y Returns7.39%

VS

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

3Y Returns7.25%

Compare Now

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth

3Y Returns7.41%

VS

Axis Income Advantage Fund of Funds- Regular Plan - Growth Option Axis Income Advantage Fund of Funds- Regular Plan - Growth Option

3Y Returns7.48%

Compare Now

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.75%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.7%

Compare Now

Nippon India Hybrid Bond Fund-Growth Plan Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns8.2%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.75%

Compare Now
Add to Cart Successfully