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

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

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tortoise-icon Sundaram 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 Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Fund Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5872 Cr ₹3333 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 25 Feb 2020 10 Feb 2005
Category Small Cap Small Cap
Fund Type Open-ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over % 22%
Expense Ratio 1.77 1.93
Manager Manish Gunwani Rohit Seksaria
ISIN Code INF194KB1AJ8 INF903J01470
Exits Load Exit load of 1%, if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 7.7% 8.2%
6 Month 34.27% 29.71%
1 Year 75.34% 41.01%
3 Year 29.25% 23.63%
5 Year - 30.03%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 25.86% 16.31%
3 Year 63.91% 48.22%
5 Year 110.47% 111.75%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 37.83% 32.21%
3 Year 88.36% 81.53%
5 Year 121.2% 119.87%

Risk Management

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 17.04% 14.09%
Sharp 1.12% 1.14%
Beta 0.88% 0.75%
Alpha 3.51% 1.35%

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Fund Managers

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

Market Cap

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 6.25 6.79
Large Cap 8.26 7.72
Small Cap 68.56 76.79
Mid Cap 16.96 8.71

Sector Allocation

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 6.25 2.48
Petroleum Products 1.95 -
Finance 13.8 -
Pharmaceuticals & Biotechnology 7.81 -
Consumer Durables 4.33 -
Auto Components 3.15 -
IT - Services 1.29 -
Transport Services 1.37 -
Healthcare Services 2.67 -
Banks 4.51 -
Retailing 1.38 -
Textiles & Apparels 4.35 -
Electrical Equipment 3.67 -
Cement & Cement Products 1.7 -
Food Products 1.03 -
Paper, Forest & Jute Products 0.18 -
Telecom - Equipment & Accessories 0.51 -
Realty 4.07 -
IT - Hardware 1.59 -
Leisure Services 1.29 -
Aerospace & Defense 0.88 -
Capital Markets 4.76 -
Telecom - Services 2.59 -
Fertilizers & Agrochemicals 0.36 -
Chemicals & Petrochemicals 3.5 -
Non - Ferrous Metals 0.57 -
Industrial Products 4.28 -
Diversified Metals 0.5 -
Construction 0.57 6.33
Diversified 0.82 -
Gas 0.69 -
Agricultural Food & other Products 2.24 -
Oil 0.52 -
Power 1.33 -
Minerals & Mining 0.87 -
Personal Products 0.41 -
Automobiles 0.61 -
Commercial Services & Supplies 2.93 -
Household Products 0.39 -
Ferrous Metals 1.53 -
IT - Software 0.67 -
Industrial Manufacturing 0.52 -
Beverages 0.86 -
Financial Technology (Fintech) 0.73 -
Automobile - 3.14
Financial - 24.44
Capital Goods - 10.59
Technology - 8.31
Healthcare - 8.1
Chemicals - 2.36
Materials - 4.69
Consumer Staples - 6.04
Metals & Mining - 2.72
Consumer Discretionary - 5.01
Services - 11.54
Energy - 1.2
Textiles - 1.12
Unclassified - 1.94

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