Sundaram Small Cap Fund Regular Plan vs Bandhan Small Cap Fund compare
Bandhan Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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% |
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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 |
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