SBI Small Cap Fund vs Bandhan Small Cap Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth
Fund Bandhan Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8716 Cr ₹33107 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 1.56
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 Plan - Growth SBI Small Cap Fund - Regular Plan - Growth
1 Month 5.38% 3.45%
6 Month 16.53% 2.11%
1 Year 45.75% 28.55%
3 Year 29.05% 21.08%
5 Year - 27.39%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 38.87% -
3 Year 42.72% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth
1 Year 44.18% 18.04%
3 Year 30.19% 24.39%
5 Year - 22.46%

Risk Management

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth
Standard Deviation 17.04% 11.59%
Sharp 1.12% 1.01%
Beta 0.88% 0.64%
Alpha 3.51% 1.97%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth
Name Manish Gunwani Pradeep Kesavan
Total AUM ₹8731 Cr ₹434274 Cr
Fund Manage 4 43
Bandhan Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

SBI Small Cap Fund - Regular Plan - Growth

Others 6.25 11.56
Large Cap 8.26 -
Small Cap 68.56 84.18
Mid Cap 16.96 4.26

Sector Allocation

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

SBI Small Cap Fund - Regular Plan - Growth

Others 6.25 11.56
Petroleum Products 1.95 -
Finance 13.8 7.93
Pharmaceuticals & Biotechnology 7.81 -
Consumer Durables 4.33 11.82
Auto Components 3.15 2.55
IT - Services 1.29 -
Transport Services 1.37 -
Healthcare Services 2.67 2.03
Banks 4.51 4.67
Retailing 1.38 6.08
Textiles & Apparels 4.35 2.17
Electrical Equipment 3.67 4.98
Cement & Cement Products 1.7 0.46
Food Products 1.03 2.79
Paper, Forest & Jute Products 0.18 -
Telecom - Equipment & Accessories 0.51 -
Realty 4.07 1.58
IT - Hardware 1.59 -
Leisure Services 1.29 5.95
Aerospace & Defense 0.88 -
Capital Markets 4.76 2.08
Telecom - Services 2.59 -
Fertilizers & Agrochemicals 0.36 2.27
Chemicals & Petrochemicals 3.5 4.67
Non - Ferrous Metals 0.57 -
Industrial Products 4.28 10.88
Diversified Metals 0.5 -
Construction 0.57 6.81
Diversified 0.82 -
Gas 0.69 -
Agricultural Food & other Products 2.24 2.09
Oil 0.52 -
Power 1.33 -
Minerals & Mining 0.87 -
Personal Products 0.41 -
Automobiles 0.61 -
Commercial Services & Supplies 2.93 2.43
Household Products 0.39 2.78
Ferrous Metals 1.53 -
IT - Software 0.67 -
Industrial Manufacturing 0.52 -
Beverages 0.86 -
Financial Technology (Fintech) 0.73 -
Entertainment - 0.67
Cigarettes & Tobacco Products - 0.75

Top Comparisons

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns15.17%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns16.9%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns19.25%

VS

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns24.33%

Compare Now

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns26.56%

VS

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns25.42%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns6.35%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.7%

Compare Now
Request call back
Add to Cart Successfully