Motilal Oswal Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9236 Cr | ₹4062 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 26 Feb 2020 | 26 Dec 2023 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | % |
Expense Ratio | 1.72 | 1.84 |
Manager | Manish Gunwani | Rakesh Shetty |
ISIN Code | INF194KB1AJ8 | INF247L01BV9 |
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 | Motilal Oswal 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 | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Month | 8.71% | 6.74% |
6 Month | -12.64% | -10.4% |
1 Year | 16.02% | 17.36% |
3 Year | 24.54% | - |
5 Year | 35.15% | - |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | -2.94% | -4.62% |
1 Year | -5.74% | -4.18% |
3 Year | 29.12% | - |
5 Year | 28.09% | - |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 44.23% | 37.28% |
3 Year | 29.91% | - |
5 Year | - | - |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 17.776% | - |
Sharp | 0.978% | - |
Beta | 0.905% | - |
Alpha | 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 | Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Name | Manish Gunwani | Rakesh Shetty |
Total AUM | ₹8731 Cr | ₹33886 Cr |
Funds Managed | 4 | 19 |
Bandhan Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 8.74 | 9.06 |
Large Cap | 5.39 | 6.88 |
Small Cap | 74.4 | 74.55 |
Mid Cap | 11.48 | 9.51 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 8.5 | 4.92 |
Basic Materials | 11.69 | 10.54 |
Energy | 0.41 | - |
Financial Services | 18.71 | 11.69 |
Consumer Cyclical | 13.18 | 25.38 |
Communication Services | 0.84 | 2.43 |
Healthcare | 12.33 | 13.21 |
Industrials | 14.98 | 22.27 |
Real Estate | 7.4 | - |
Utilities | 1.79 | - |
Consumer Defensive | 5.33 | 4.25 |
Technology | 4.84 | 5.32 |
Top Comparisons
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns13.87%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns11.75%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns15.24%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns12.49%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns10.98%
ITI Arbitrage Fund Regular - Growth
3Y Returns5.87%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.64%