- Mutual Funds
- Bandhan Mutual Funds
- Bandhan Small Cap Fund (PIDCW-A)
Formerly Bandhan Emerging Businesses Reg IDCW-P
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.041
NAV (Apr 22)
Fund Returns
Last 1Y | 53% |
Last 3Y | 23.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 30.7% |
6 Month CAGR | 18.4% |
Scheme Information
The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment.
Expense Ratio | 1.85 |
Launched (4y ago) | Feb 26, 2020 |
AUM in Crores | 4384.904 |
ISIN | INF194KB1AK6 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 250 SmallCap Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.894 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan Small Cap Fund (PIDCW-A) | 13,24,796 | 5,92,184 | 23.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
triparty repo
10.5%cholamandalam financial holdings ltd
2.3%apar industries ltd
2.3%rec ltd
2.2%arvind ltd
2.1%Allocation by Sector
financial services
19.5%industrials
16.3%consumer cyclical
15.2%basic materials
12.3%healthcare
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.2% | ||
1.3% | 1.5% | ||
1.3% | 1.5% | ||
1.3% | 1.5% | ||
26.9% | 17.4% |
Bandhan Small Cap Fund (PIDCW-A) Review
Bandhan Small Cap Fund (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 30.7% over a period of 4 years. The fund was previously known as Bandhan Emerging Businesses Reg IDCW-P. 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 (PIDCW-A) as of 4/22/2024 is ₹29.04 with the total AUM as of 4/23/2024 is ₹4384.904. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Small Cap Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 1 fund in Equity and delivered 53% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Small Cap Fund (PIDCW-A).
Frequently Asked Questions
What is Bandhan Small Cap Fund (PIDCW-A)?
How to invest in Bandhan Small Cap Fund (PIDCW-A)?
You can invest in Bandhan Small Cap Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Bandhan Small Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Bandhan Small Cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Bandhan Small Cap Fund (PIDCW-A) is a Not Recommended fund. You can investBandhan Small Cap Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Bandhan Small Cap Fund (PIDCW-A) is 1.85% for regular plan.