⚖ BANDHAN Small Cap Fund vs Tata Small Cap Fund
Abundance Financial Services · ARN-251838
FUND
BANDHAN Small Cap Fund
Bandhan Mutual Fund
Tata Small Cap Fund
Tata Mutual Fund
📊 Returns Across All Time Horizons
1 Month
+0.7%
+0.8%↑ best
3 Months
+5.1%
+5.9%↑ best
6 Months
+22.8%
+26.2%↑ best
1 Year
+8.3%↑ best
-2.8%
3 Years
+23.4%↑ best
+11.3%
5 Years
+17.9%↑ best
+13.9%
7 Years
—
+21.6%
Inception
+28.5%↑ best
+19.2%
📉 Risk Metrics
Volatility
18.7%
17.4%
Max Drawdown
-21.7%
-30.6%
Return/Risk
1.25
0.65
🏅 Category Peer-Rank
Rank by 3Y Return
#2 of 23
#20 of 23
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹1,08,270
+₹8,270
→
3Y
₹1,87,771
+₹87,771
→
5Y
₹2,28,001
+₹1,28,001
1Y
₹97,200
₹2,800
→
3Y
₹1,37,949
+₹37,949
→
5Y
₹1,91,783
+₹91,783
📊 Portfolio Overlap & Structure
Portfolio Overlap
5%
overlap
5%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
6.5%
0.0%
Mid Cap Equity
12.1%
7.8%
Small Cap Equity
66.3%
74.8%
Debt / Cash / Other
15.1%
17.4%
🏢 Top Sectors per Fund
Top Sector Allocation
21.3%
13.6%
12.1%
9.0%
8.4%
25.8%
22.3%
17.1%
6.5%
5.8%
Overall Leader: BANDHAN Small Cap Fund
BANDHAN Small Cap Fund by Bandhan Mutual Fund ranks highest across the metrics compared — weighted toward long-term consistency (5Y/7Y/10Y and Return/Risk count most, 1M/3M count least), averaged only over the periods each fund actually has data for so a newer fund isn't penalized for not existing that long.
Important Disclosure:This comparison is for informational and educational purposes only and does not constitute investment advice. Data sourced from AMFI (mutual funds) and SEBI-regulated SIF disclosures. Past performance is not indicative of future returns. Abundance Financial Services. Atin Kumar Agrawal · ARN-251838 · AMFI Registered Mutual Fund & SIF Distributor.