FundLens
82
Small CapStrong Buy

Bandhan Small Cap

Bandhan · Direct–Growth · rank #1 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
13.8%
+5.2% vs index
3 Years
25.2%
+10.0% vs index
5 Years
20.1%
+4.6% vs index
Since launch
30.6%

Year-by-year performance

last entry = YTD
2021
+55.4%
2022
-4.6%
2023
+55.9%
2024
+45.2%
2025
+0.1%
2026
+12.0%

Why this score

Bandhan Small Cap scores 82/100 — the top-rated Small Cap fund of 36 (Strong Buy). It stands out for 3y return and 5y return — beating 94% of peers on 3y return. The main drag is its volatility (better than only 11% of peers).

Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.

3Y return25.20% · 94th percentile in category
5Y return20.15% · 85th percentile in category
Sharpe ratio1.12 · 98th percentile in category
Expense ratio0.58% · 96th percentile in category
Sortino ratio1.43 · 98th percentile in category
Volatility20.94 · 11th percentile in category

Top holdings

top 5 = 11.7% of portfolio
1.REC Ltd3.03%
2.Sobha Ltd2.86%
3.LT Foods Ltd2.11%
4.State Bank of India2%
5.Cholamandalam Financial Holdings Ltd1.7%

260 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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