• Mutual Funds
  • Bandhan Mutual Funds
  • Bandhan Small Cap Fund (Growth)

Formerly Bandhan Emerging Businesses Reg Gr

Bandhan Mutual Funds

Bandhan Small Cap Fund (Growth)

EquitySmall Cap

40.528

NAV (Jun 21)

38.3%
Till Date CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in small cap mutual funds.

Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

40.528

NAV (Jun 21)

Fund Returns

Last 1Y
69.1%
Last 3Y
27.7%
Last 5Y
NA
Last 10Y
NA
Since Inception
38.2%
6 Month CAGR
26.9%

Scheme Information

Investment Objective

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

Expense Ratio
1.8
Launched (4y ago)
Feb 26, 2020
AUM in Crores
5165.543
ISIN
INF194KB1AJ8
Lock-in
No Lock-in
Benchmark
S&P BSE 250 SmallCap Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
17
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.188
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Kirthi Jain

Fund Manager

Manish Gunwani

Fund Manager

Ritika Behera

Fund Manager

Harsh Bhatia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan Small Cap Fund (Growth)70%15,07,714 7,75,10227.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

triparty repo

10%
10%

cholamandalam financial holdings ltd

2.5%
2.5%

arvind ltd

2.2%
2.2%

rec ltd

2.2%
2.2%

apar industries ltd

2%
2%
See all holdings

Allocation by Sector

financial services

18.6%
18.6%

industrials

15.9%
15.9%

consumer cyclical

13.9%
13.9%

basic materials

11.5%
11.5%

healthcare

8.9%
8.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 145,387 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 38 equity,214 debt and 27 hybrid funds.amc-img
phone-img022-66289999
Fund NameScripbox Opinion
Till Date CAGR

5.3%

5.5%

1.5%

2%

1.5%

2%

1.5%

2%

25%

17.9%

Bandhan Small Cap Fund (G) Review

Bandhan Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 38.3% over a period of 4 years. The fund was previously known as Bandhan Emerging Businesses Reg Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Harsh Bhatia, Kirthi Jain, Manish Gunwani, Ritika Behera.

Nav of Bandhan Small Cap Fund (G) as of 6/21/2024 is ₹40.53 with the total AUM as of 6/24/2024 is ₹5165.543. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Small Cap Fund (G) was launched on Feb 26, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Bandhan Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Bandhan Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 SmallCap Index TR INR.

Bandhan Small Cap Fund (G) is rated as a 1 fund in Equity and delivered 69.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Small Cap Fund (G).

Frequently Asked Questions

What is Bandhan Small Cap Fund (G)?

Bandhan Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan Small Cap Fund (G)?

You can invest in Bandhan Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bandhan Small Cap Fund (G)?

The minimum sip amount for Bandhan Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Bandhan Small Cap Fund (G) good to invest in?

As per Scripbox experts, Bandhan Small Cap Fund (G) is a Not Recommended fund. You can investBandhan Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bandhan Small Cap Fund (G)?

The expense ratio of the Bandhan Small Cap Fund (G) is 1.8% for regular plan.