Bandhan Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Bandhan Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9236 Cr | ₹3168 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 26 Feb 2020 | 15 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | 22% |
Expense Ratio | 1.72 | 1.97 |
Manager | Manish Gunwani | Rohit Seksaria |
ISIN Code | INF194KB1AJ8 | INF903J01470 |
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 | Sundaram Small Cap 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 | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.84% | 5% |
6 Month | -10% | -11.06% |
1 Year | 17.85% | 4.79% |
3 Year | 25.32% | 17.19% |
5 Year | 36.19% | 32.56% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -2.94% | -2.7% |
1 Year | -5.74% | -10.61% |
3 Year | 29.12% | 16.11% |
5 Year | 28.09% | 21.26% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 44.23% | 16.78% |
3 Year | 29.91% | 18.05% |
5 Year | - | 15.38% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.776% | 14.09% |
Sharp | 0.978% | 0.52% |
Beta | 0.905% | 0.77% |
Alpha | 4.369% | 0.22% |
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Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | Manish Gunwani | Rohit Seksaria |
Total AUM | ₹8731 Cr | ₹0 Cr |
Funds Managed | 4 | 15 |
Bandhan Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 8.74 | 8.14 |
Large Cap | 5.39 | 5.51 |
Small Cap | 74.4 | 83.41 |
Mid Cap | 11.48 | 2.94 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 8.5 | 8.9 |
Basic Materials | 11.69 | 9.08 |
Energy | 0.41 | - |
Financial Services | 18.71 | 17.68 |
Consumer Cyclical | 13.18 | 18.36 |
Communication Services | 0.84 | 3.59 |
Healthcare | 12.33 | 9.08 |
Industrials | 14.98 | 19.46 |
Real Estate | 7.4 | 3.3 |
Utilities | 1.79 | 1.22 |
Consumer Defensive | 5.33 | 4.93 |
Technology | 4.84 | 4.4 |
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