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Compare Sundaram Small Cap Fund vs Bandhan Small Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.94 | 1.67 |
NAV | ₹252.78 | ₹45.81 |
Fund Started | 03 Jan 2005 | 03 Feb 2020 |
Fund Size | ₹3310.65 Cr | ₹11743.70 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.94
1.67
NAV
₹252.78
₹45.81
Fund Started
03 Jan 2005
03 Feb 2020
Fund Size
₹3310.65 Cr
₹11743.70 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 2.88% | 12.97% |
3 Year | 27.05% | 36.45% |
5 Year | 31.90% | 35.73% |
1 Year
2.88%
12.97%
3 Year
27.05%
36.45%
5 Year
31.90%
35.73%
Holding Analysis
Equity | 92.85% | 86.99% |
Cash | 7.15% | 12.94% |
Equity
92.85%
86.99%
Cash
7.15%
12.94%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Aster DM Healthcare Ltd. | 3.21% |
Safari Industries (India) Ltd. | 2.86% |
PNB Housing Finance Ltd. | 2.86% |
Affle 3I Ltd. | 2.78% |
KSB Ltd. | 2.39% |
Craftsman Automation Ltd. | 2.38% |
E.I.D. - Parry (India) Ltd. | 2.28% |
Ujjivan Small Finance Bank Ltd. | 2.17% |
SJS Enterprises Ltd. | 2.16% |
Balrampur Chini Mills Ltd. | 2.11% |
Name | Assets |
|---|---|
Sobha Ltd. | 3.14% |
LT Foods Ltd. | 2.52% |
The South Indian Bank Ltd. | 2.38% |
Cholamandalam Financial Holdings Ltd. | 2.04% |
PCBL Chemical Ltd. | 1.81% |
Apar Industries Ltd. | 1.80% |
REC Ltd. | 1.68% |
Arvind Ltd. | 1.61% |
Yatharth Hospital & Trauma Care Services Ltd. | 1.42% |
Power Finance Corporation Ltd. | 1.37% |
Fund Manager
Name | Rohit Seksaria | Nishita Shah |
Start Date | 01 Jan 2022 | 24 May 2023 |
Name
Rohit Seksaria
Nishita Shah
Start Date
01 Jan 2022
24 May 2023
About Fund
Description | The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks. | The Scheme seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment. |
Launch Date | 03 Jan 2005 | 03 Feb 2020 |
Description
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
The Scheme seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment.
Launch Date
03 Jan 2005
03 Feb 2020