Kotak vs Bandhan Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Bandhan Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Fund | Kotak 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) | ₹16450 Cr | ₹9236 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 24 Feb 2005 | 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 | 6.71% | % |
Expense Ratio | 1.65 | 1.72 |
Manager | Arjun Khanna | Manish Gunwani |
ISIN Code | INF174K01211 | INF194KB1AJ8 |
Exits Load | Kotak Small Cap Fund - 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 | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
1 Month | 1.55% | 3.98% |
6 Month | -11.4% | -7.17% |
1 Year | 3.35% | 12.67% |
3 Year | 13.6% | 26.28% |
5 Year | 32.85% | 35.52% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
6 Month | -3.55% | -0.5% |
1 Year | -14.94% | -3.96% |
3 Year | 13.23% | 29.51% |
5 Year | 19.49% | 28.05% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.09% | 44.23% |
3 Year | 15.43% | 29.91% |
5 Year | 17.38% | - |
Risk Management
Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.741% | 17.776% |
Sharp | 0.383% | 0.978% |
Beta | 0.8% | 0.905% |
Alpha | -3.619% | 4.369% |
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Fund Managers
Scheme Name | Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
---|---|---|
Name | Arjun Khanna | Manish Gunwani |
Total AUM | ₹169639 Cr | ₹8731 Cr |
Funds Managed | 24 | 4 |
Kotak Small Cap Fund Regular Growth | Bandhan Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
---|---|---|
Others | 4.06 | 8.74 |
Large Cap | 3.87 | 5.39 |
Small Cap | 73.8 | 74.4 |
Mid Cap | 18.27 | 11.48 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Bandhan Small Cap Fund Regular Growth |
---|---|---|
Others | 3.24 | 8.5 |
Consumer Cyclical | 21.06 | 13.18 |
Industrials | 31.48 | 14.98 |
Healthcare | 17.37 | 12.33 |
Real Estate | 4.45 | 7.4 |
Financial Services | 3.58 | 18.71 |
Basic Materials | 13.84 | 11.69 |
Consumer Defensive | 2.57 | 5.33 |
Communication Services | 2.12 | 0.84 |
Technology | 0.29 | 4.84 |
Energy | - | 0.41 |
Utilities | - | 1.79 |
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