SBI Small Cap Fund vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
SBI Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
Fund | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9236 Cr | ₹31227 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Feb 2020 | 09 Sep 2009 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | % | 9% |
Expense Ratio | 1.72 | 1.59 |
Manager | Manish Gunwani | Pradeep Kesavan |
ISIN Code | INF194KB1AJ8 | INF200K01T28 |
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 | SBI 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 | SBI Small Cap Fund Regular Growth |
---|---|---|
1 Month | 7.04% | 6.68% |
6 Month | -16.07% | -16.86% |
1 Year | 18.51% | 5.44% |
3 Year | 25.29% | 15.87% |
5 Year | 36.07% | 30.79% |
SIP Return Analysis
Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
6 Month | -10.05% | -9.49% |
1 Year | -11.22% | -17.85% |
3 Year | 27.68% | 11.75% |
5 Year | 27.62% | 18.61% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
1 Year | 44.23% | 18.16% |
3 Year | 29.91% | 24.15% |
5 Year | - | 22.56% |
Risk Management
Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.776% | 11.59% |
Sharp | 0.978% | 0.53% |
Beta | 0.905% | 0.7% |
Alpha | 4.369% | 0.29% |
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Fund Managers
Scheme Name | Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
Name | Manish Gunwani | Pradeep Kesavan |
Total AUM | ₹8731 Cr | ₹434274 Cr |
Funds Managed | 4 | 43 |
Bandhan Small Cap Fund Regular Growth | SBI Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
---|---|---|
Others | 8.74 | 14.24 |
Large Cap | 5.39 | - |
Small Cap | 74.4 | 81.23 |
Mid Cap | 11.48 | 4.52 |
Sector Allocation
Scheme Name |
Bandhan Small Cap Fund Regular Growth |
SBI Small Cap Fund Regular Growth |
---|---|---|
Others | 8.5 | 14.24 |
Basic Materials | 11.69 | 10.92 |
Energy | 0.41 | - |
Financial Services | 18.71 | 15.45 |
Consumer Cyclical | 13.18 | 19.36 |
Communication Services | 0.84 | 1.55 |
Healthcare | 12.33 | 2.4 |
Industrials | 14.98 | 28.84 |
Real Estate | 7.4 | 1.66 |
Utilities | 1.79 | - |
Consumer Defensive | 5.33 | 5.03 |
Technology | 4.84 | 0.53 |
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