Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Small Cap Fund Regular vs Bandhan Small Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Small Cap Fund Regular - Growth

Invest Now

tortoise-icon Bandhan Small Cap Fund Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Small Cap Fund Regular - Growth Bandhan Small Cap Fund Regular Growth
Fund ITI Small Cap Fund Regular - Growth Bandhan Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2254 Cr ₹9236 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Feb 2020 26 Feb 2020
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI BSE 250 SmallCap TRI
Turn Over % %
Expense Ratio 1.95 1.72
Manager Rohan Korde Manish Gunwani
ISIN Code INF00XX01713 INF194KB1AJ8
Exits Load ITI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth Bandhan Small Cap Fund Regular Growth
1 Month 10.18% 8.06%
6 Month -13.68% -15.62%
1 Year 7.38% 15.87%
3 Year 22.76% 23.89%
5 Year 31.72% 36.43%

SIP Return Analysis

Scheme Name ITI Small Cap Fund Regular - Growth Bandhan Small Cap Fund Regular Growth
6 Month -8.81% -10.05%
1 Year -14.22% -11.22%
3 Year 23.36% 27.68%
5 Year 22.34% 27.62%

Rolling Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth Bandhan Small Cap Fund Regular Growth
1 Year 33.84% 44.23%
3 Year 23.8% 29.91%
5 Year 19.48% -

Risk Management

Scheme Name ITI Small Cap Fund Regular - Growth Bandhan Small Cap Fund Regular Growth
Standard Deviation 16.273% 17.776%
Sharp 0.897% 0.978%
Beta 0.804% 0.905%
Alpha 3.041% 4.369%

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 ITI Small Cap Fund Regular - Growth Bandhan Small Cap Fund Regular Growth
Name Rohan Korde Manish Gunwani
Total AUM ₹4626 Cr ₹8731 Cr
Funds Managed 10 4
ITI Small Cap Fund Regular - Growth Bandhan Small Cap Fund Regular Growth

Market Cap

Scheme Name

ITI Small Cap Fund Regular - Growth

Bandhan Small Cap Fund Regular Growth

Others 5.7 8.74
Small Cap 64.41 74.4
Large Cap 6.4 5.39
Mid Cap 23.49 11.48

Sector Allocation

Scheme Name

ITI Small Cap Fund Regular - Growth

Bandhan Small Cap Fund Regular Growth

Others 4.78 8.5
Technology 12.3 4.84
Basic Materials 18.33 11.69
Communication Services 2.22 0.84
Financial Services 15.64 18.71
Consumer Cyclical 8.19 13.18
Healthcare 8.75 12.33
Industrials 22.57 14.98
Energy 1.09 0.41
Consumer Defensive 5.09 5.33
Utilities 0 1.79
Real Estate 1.04 7.4

Top Comparisons

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns15.47%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.03%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns6.62%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.74%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.74%

Compare Now

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns13.51%

Compare Now
Add to Cart Successfully