Kotak vs Bandhan Small Cap Fund compare
Kotak Small Cap Fund - Growth
Bandhan Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Small Cap Fund - Growth | Bandhan Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Small Cap Fund - Growth | Bandhan Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
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 - Growth | Bandhan Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -10.19% | -8.85% |
6 Month | -16.66% | -13.17% |
1 Year | 4.61% | 12.87% |
3 Year | 13.45% | 24.44% |
5 Year | 23.42% | - |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund - Growth | Bandhan Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -16.63% | -6.25% |
3 Year | 11.98% | 27.66% |
5 Year | 21.09% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund - Growth | Bandhan Small Cap Fund - Regular Plan - 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 - Growth | Bandhan Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.919% | 17.776% |
Sharp | 0.622% | 0.978% |
Beta | 0.747% | 0.905% |
Alpha | -1.418% | 4.369% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Small Cap Fund - Growth | Bandhan Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Arjun Khanna | Manish Gunwani |
Total AUM | ₹169639 Cr | ₹8731 Cr |
Fund Manage | 24 | 4 |
Kotak Small Cap Fund - Growth | Bandhan Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Small Cap Fund - Growth |
Bandhan Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.29 | 6.25 |
Small Cap | 74.37 | 68.56 |
Mid Cap | 17.69 | 16.96 |
Large Cap | 5.77 | 8.26 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund - Growth |
Bandhan Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.29 | 6.25 |
Transport Services | 4.15 | 1.37 |
Pharmaceuticals & Biotechnology | 5.91 | 7.81 |
Realty | 3.51 | 4.07 |
Healthcare Services | 7.25 | 2.67 |
Banks | 0.93 | 4.51 |
Industrial Products | 10.32 | 4.28 |
Retailing | 5.47 | 1.38 |
Consumer Durables | 15.84 | 4.33 |
Chemicals & Petrochemicals | 4.04 | 3.5 |
Agricultural Food & other Products | 1.51 | 2.24 |
IT - Services | 3.31 | 1.29 |
Entertainment | 0.86 | - |
Electrical Equipment | 2.4 | 3.67 |
Construction | 6.49 | 0.57 |
Finance | 1.5 | 13.8 |
Agricultural, Commercial & Construction Vehicles | 2.64 | - |
IT - Software | 1.01 | 0.67 |
Textiles & Apparels | 2.4 | 4.35 |
Auto Components | 9.74 | 3.15 |
Telecom - Services | 1.68 | 2.59 |
Food Products | 0.4 | 1.03 |
Fertilizers & Agrochemicals | 1.86 | 0.36 |
Capital Markets | 1.17 | 4.76 |
Insurance | 1.09 | - |
Cement & Cement Products | 1.24 | 1.7 |
Commercial Services & Supplies | 1.11 | 2.93 |
Petroleum Products | - | 1.95 |
Paper, Forest & Jute Products | - | 0.18 |
Telecom - Equipment & Accessories | - | 0.51 |
IT - Hardware | - | 1.59 |
Leisure Services | - | 1.29 |
Aerospace & Defense | - | 0.88 |
Non - Ferrous Metals | - | 0.57 |
Diversified Metals | - | 0.5 |
Diversified | - | 0.82 |
Gas | - | 0.69 |
Oil | - | 0.52 |
Power | - | 1.33 |
Minerals & Mining | - | 0.87 |
Personal Products | - | 0.41 |
Automobiles | - | 0.61 |
Household Products | - | 0.39 |
Ferrous Metals | - | 1.53 |
Industrial Manufacturing | - | 0.52 |
Beverages | - | 0.86 |
Financial Technology (Fintech) | - | 0.73 |
Top Comparisons
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns12.76%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns10.96%
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns7.46%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns8.21%
Kotak Flexicap Fund - Growth
3Y Returns13.18%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns8.57%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.27%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.46%