UTI 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 UTI Small Cap Fund - Regular Plan - Growth Option

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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 UTI Small Cap Fund - Regular Plan - Growth Option
Fund Bandhan Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5872 Cr ₹3608 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Feb 2020 05 Dec 2020
Category Small Cap Small Cap
Fund Type Open-ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over % 12.69%
Expense Ratio 1.77 1.85
Manager Manish Gunwani Deepesh Agarwal
ISIN Code INF194KB1AJ8 INF789F1AUO6
Exits Load Exit load of 1%, if redeemed within 1 year./365 Exit load of 1% if redeemed within one year./365

Trailing Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Month 7.7% 2.62%
6 Month 34.27% 24.5%
1 Year 75.34% 41.94%
3 Year 29.25% 24.37%
5 Year - -

SIP Return Analysis

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 25.86% 14.6%
3 Year 63.91% 39.61%
5 Year 110.47% 50.96%

Rolling Lumpsum Returns

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Year 37.83% 21.52%
3 Year 88.36% 54.93%
5 Year 121.2% 58.81%

Risk Management

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 17.04% 13.53%
Sharp 1.12% 1.09%
Beta 0.88% 0.72%
Alpha 3.51% 2.51%

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Fund Managers

Scheme Name Bandhan Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
Name Manish Gunwani Deepesh Agarwal
Total AUM ₹8731 Cr ₹35015 Cr
Fund Manage 4 9
Bandhan Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth Option

Others 6.25 3.85
Large Cap 8.26 -
Small Cap 68.56 83.91
Mid Cap 16.96 12.18

Sector Allocation

Scheme Name

Bandhan Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth Option

Others 6.25 2.58
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 5.69
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 -
Financial - 12.56
Consumer Staples - 2.32
Healthcare - 11.67
Technology - 8.19
Energy - 1.14
Chemicals - 4.16
Materials - 4.1
Capital Goods - 11.39
Services - 13.27
Metals & Mining - 8.08
Automobile - 3.71
Textiles - 4.55
Consumer Discretionary - 6.53

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