BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH

Fund House: Bandhan Mutual Fund
Category: Equity: Small Cap
Launch Date: 08-02-2020
Asset Class: Equity
Benchmark: BSE 250 SmallCap TRI
TER: 1.65% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 15,737.73 Cr As on 30-09-2025(Source:AMFI)
Turn over: 87% | Exit Load: Entry Load: Nil Exit Load: 1% if redeemed/switched out within 1 year from the date of allotment Transaction Charges applicable for this Scheme as disclosed in SID and KIM.

46.775

31.44%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY SMALLCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
4 Years 4 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment.

Current Asset Allocation (%)

Indicators

Standard Deviation 17.93
Sharpe Ratio 1.2
Alpha 6.66
Beta 0.88
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 -2.53 27.07 29.94 30.44 -
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 1.05 - - - -
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 1.05 - - - -
HDFC Small Cap Fund - Growth Option 02-04-2008 -0.03 15.09 22.75 29.99 18.3
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 -0.3 24.25 25.98 30.77 -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 -0.78 15.81 14.57 - -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 -1.78 16.06 18.89 26.04 18.29
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 -2.29 22.46 26.33 24.69 -
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 -2.54 15.58 20.88 27.46 13.95
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 -3.89 15.62 18.2 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

70.66%

Large Cap

19.38%

Mid Cap

9.96%

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