Bandhan Small Cap Fund - Direct Plan has delivered 209.09% absolute return over the last 5 years.
The average return for Small Cap funds is 118.22% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 9.76% .
The fund currently owns more than 264 stocks.
The top 10 holdings account for 27.41% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 27.89% | 0.08% |
| 2 Year Return | 85.04% | 17.32% |
| 3 Year Return | 155.02% | 49.36% |
| 4 Year Return | 346.13% | 81.21% |
| 5 Year Return | N/A | 118.22% |
| 6 Year Return | N/A | 190.34% |
| 7 Year Return | N/A | 216.58% |
| Expense Ratio | 0.33% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
9.76%
|
||
| 2 | Financials |
3.03%
|
|
| 3 | Real Estate |
2.86%
|
|
| 4 | Consumer Staples |
2.11%
|
|
| 5 | Financials |
2.00%
|
|
| 6 | Financials |
1.70%
|
|
| 7 | Financials |
1.65%
|
|
| 8 | Consumer Discretionary |
1.54%
|
|
| 9 | Fertilisers |
1.39%
|
|
| 10 | Financials |
1.37%
|
|
| 11 | Financials |
1.25%
|
|
| 12 | Health Care |
1.20%
|
Bandhan Small Cap Fund - Direct Plan is managed by BANDHAN and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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