Tata Small Cap Fund 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 Tata 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 Tata Small Cap Fund-Regular Plan-Growth
Fund Bandhan Small Cap Fund - Regular Plan - Growth Tata Small Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5872 Cr ₹7868 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Feb 2020 02 Nov 2018
Category Small Cap Small Cap
Fund Type Open-ended Close Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over % 4.59%
Expense Ratio 1.77 1.72
Manager Manish Gunwani Chandraprakash Padiyar
ISIN Code INF194KB1AJ8 INF277K015O2
Exits Load Exit load of 1%, if redeemed within 1 year./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Tata Small Cap Fund-Regular Plan-Growth
1 Month 7.7% 3.8%
6 Month 34.27% 27.62%
1 Year 75.34% 48.69%
3 Year 29.25% 28.4%
5 Year - 34.43%

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Tata Small Cap Fund-Regular Plan-Growth
6 Month - -
1 Year 25.86% 17.89%
3 Year 63.91% 50.59%
5 Year 110.47% 124.15%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Tata Small Cap Fund-Regular Plan-Growth
1 Year 37.83% 34.72%
3 Year 88.36% 93.09%
5 Year 121.2% 137.56%

Risk Management

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Tata Small Cap Fund-Regular Plan-Growth
Standard Deviation 17.04% 13.28%
Sharp 1.12% 1.35%
Beta 0.88% 0.67%
Alpha 3.51% 5.5%

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Fund Managers

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth Tata Small Cap Fund-Regular Plan-Growth
Name Manish Gunwani Chandraprakash Padiyar
Total AUM ₹8731 Cr ₹15627 Cr
Fund Manage 4 3
Bandhan Small Cap Fund - Regular Plan - Growth Tata Small Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Tata Small Cap Fund-Regular Plan-Growth

Others 6.25 6.71
Large Cap 8.26 -
Small Cap 68.56 91.58
Mid Cap 16.96 1.71

Sector Allocation

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

Tata Small Cap Fund-Regular Plan-Growth

Others 6.25 6.57
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 4.58
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 -
Healthcare - 7.97
Financial - 13.46
Metals & Mining - 8.28
Services - 13.52
Technology - 5.24
Consumer Staples - 7.52
Materials - 6.51
Capital Goods - 11.25
Chemicals - 9.78
Automobile - 1.54
Consumer Discretionary - 1.31
Textiles - 2.47

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