Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Small Cap Fund Regular Plan vs Bandhan Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Bandhan Small Cap Fund Regular Growth

Invest Now

tortoise-icon Sundaram 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 Growth Sundaram Small Cap Fund Regular Plan - Growth
Fund Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9236 Cr ₹3168 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 Feb 2020 15 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over % 22%
Expense Ratio 1.72 1.97
Manager Manish Gunwani Rohit Seksaria
ISIN Code INF194KB1AJ8 INF903J01470
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 Sundaram Small Cap Fund - 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 Sundaram Small Cap Fund Regular Plan - Growth
1 Month 8.06% 7.78%
6 Month -15.62% -17.05%
1 Year 15.87% 0.86%
3 Year 23.89% 15.28%
5 Year 36.43% 33.94%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month -10.05% -11.08%
1 Year -11.22% -18.51%
3 Year 27.68% 14.02%
5 Year 27.62% 20.59%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 44.23% 16.78%
3 Year 29.91% 18.05%
5 Year - 15.38%

Risk Management

Scheme Name Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 17.776% 14.09%
Sharp 0.978% 0.55%
Beta 0.905% 0.77%
Alpha 4.369% 0.62%

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 Growth Sundaram Small Cap Fund Regular Plan - Growth
Name Manish Gunwani Rohit Seksaria
Total AUM ₹8731 Cr ₹0 Cr
Funds Managed 4 15
Bandhan Small Cap Fund Regular Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Small Cap Fund Regular Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.74 7.11
Large Cap 5.39 5.23
Small Cap 74.4 83.36
Mid Cap 11.48 4.29

Sector Allocation

Scheme Name

Bandhan Small Cap Fund Regular Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.5 7.57
Basic Materials 11.69 10.1
Energy 0.41 0
Financial Services 18.71 17.7
Consumer Cyclical 13.18 17.05
Communication Services 0.84 3.4
Healthcare 12.33 8.7
Industrials 14.98 20.93
Real Estate 7.4 3.37
Utilities 1.79 1.46
Consumer Defensive 5.33 4.76
Technology 4.84 4.98

Top Comparisons

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns12.08%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns12.78%

Compare Now

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns8.2%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.88%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns16.6%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns15.02%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns15.33%

VS

HSBC Multi Cap Fund - Regular - Growth HSBC Multi Cap Fund - Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully