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Kotak vs Bandhan Small Cap Fund compare

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tortoise-icon Kotak Small Cap Fund - Growth

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tortoise-icon Bandhan Small Cap Fund - Regular Plan - Growth

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Chart Comparison

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

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%

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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

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