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Bandhan Small Cap Fund Direct growth
Equity • Small Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Small Cap
Direct growth
Launched On
26 Feb 2020
4.9 years ago
Lock-in Period
No lock-in
NAV
as of 22 Jan 2025
₹46.88
-1.2242% (-0.50)
AUM
₹9,248 Cr
Expense ratio
0.4%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Equity90.28%
Cash9.72%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Healthcare
Basic Materials
Fund House
Bandhan
Inc: 14 Jul 2000 • Total AUM: ₹1,55,368 Cr • Rank #12IDFC Mutual Fund started in 2000 which has been acquired by Bandhan Bank, BFHL as its sponsors. The fund house is headed by Vishal Kapoor as the CEO. As of 30 Sep 2022, it has an AUM of 120041.8 crores. It is spread across 375 plus cities.
Fund Managers
Manish Gunwani
Experience: 1.97 yrs • Total AUM: 1,67,054 Cr
Kirthi Jain
Experience: 1.62 yrs • Total AUM: 47,749 Cr
Ritika Behera
Experience: 1.28 yrs • Total AUM: 4,21,283 Cr
Gaurav Satra
Experience: 0.62 yrs • Total AUM: 4,21,283 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.12%
Expense ratio
0.71%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
17.88%
Expense ratio
0.55%
Returns vs category
Risk vs category
ICICI Prudential Smallcap Fund
Equity • Small Cap • Direct Growth3Y CAGR
17.85%
Expense ratio
0.76%
Returns vs category
Risk vs category
SBI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
16.30%
Expense ratio
0.68%
Returns vs category
Risk vs category
Kotak Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
15.84%
Expense ratio
0.51%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.