⚖ 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
-2.2%↑ best
-7.2%
3 Months
-3.6%↑ best
-7.1%
6 Months
+2.1%↑ best
+1.5%
1 Year
+2.4%↑ best
-7.7%
3 Years
+20.8%↑ best
+7.9%
5 Years
+17.1%↑ best
+10.8%
7 Years
—
+19.5%
Inception
+27.1%↑ best
+17.6%
📉 Risk Metrics
Volatility
18.9%
18.3%
Max Drawdown
-21.7%
-30.6%
Return/Risk
1.10
0.43
🏅 Category Peer-Rank
Rank by 3Y Return
#1 of 24
#24 of 24
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹1,02,430
+₹2,430
→
3Y
₹1,76,235
+₹76,235
→
5Y
₹2,19,901
+₹1,19,901
1Y
₹92,350
₹7,650
→
3Y
₹1,25,691
+₹25,691
→
5Y
₹1,66,692
+₹66,692
📊 Portfolio Overlap & Structure
Portfolio Overlap
4.8%
overlap
4.8%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
7.3%
0.0%
Mid Cap Equity
10.9%
7.4%
Small Cap Equity
65.8%
75.4%
Debt / Cash / Other
16.0%
17.2%
🏢 Top Sectors per Fund
Top Sector Allocation
22.1%
13.3%
11.7%
8.9%
8.2%
26.2%
21.9%
16.3%
6.7%
5.5%
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.