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: 1.66% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 14,513.11 Cr As on 29-08-2025(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.

47.318

32.28%

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 17.99
Sharpe Ratio 1.16
Alpha 6.49
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 -1.8 30.24 28.18 30.03 -
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 2.08 - - - -
HDFC Small Cap Fund - Growth Option 02-04-2008 -0.37 16.49 22.03 29.56 19.1
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 -1.08 16.15 12.49 - -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 -1.09 16.77 18.02 25.62 19.01
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 -1.52 24.96 24.21 28.93 -
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 -1.8 - - - -
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 -2.76 16.56 19.21 26.94 14.7
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 -2.87 16.27 17.25 - -
Union Small Cap Fund - Regular Plan - Growth Option 10-06-2014 -3.01 13.86 16.22 24.63 15.54

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

69.65%

Others

12.14%

NA

0.09%

Large Cap

8.79%

Mid Cap

9.33%

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