Bandhan Small Cap vs Invesco India Small Cap
Data updated · direct-growth plans · not investment advice
Bandhan Small Cap currently edges it with a Smart Score of 85/100 vs 81/100. Bandhan Small Cap has the stronger risk-adjusted profile (Sortino 1.29 vs 1.05), 3-year returns of 21.3% vs 19.2%, and an expense ratio of 0.61% vs 0.63%. Scores are relative to all Small Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 5.2% | 5.6%BEST | ||
3Y return | 21.3%BEST | 19.2% | ||
5Y return | 18.5%BEST | 17.9% | ||
Since launch | 29.0%BEST | 22.3% | ||
| Vs category benchmark | ||||
1Y vs index | +6.9% | +7.3%BEST | ||
3Y vs index | +10.3%BEST | +8.2% | ||
5Y vs index | +6.0%BEST | +5.5% | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.88BEST | 0.84 | ||
Sortino ratio | 1.29BEST | 1.05 | ||
Std deviation | 20.54 | 19.87BEST | ||
Alpha | 8.72BEST | 7.75 | ||
Beta | 0.90 | 0.85 | ||
| Cost & size | ||||
Expense ratio | 0.61%BEST | 0.63% | ||
Fund size | ₹35.8k CrBEST | ₹16.1k Cr | ||
Portfolio P/E | 16.63BEST | 41.04 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Manish Gunwani, Kirthi Jain | Taher Badshah, Aditya Khemani | ||
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI | ||
Riskometer | Very High | Very High | ||
Start date | 25 Feb 2020 | 30 Oct 2018 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Bandhan Small Cap better than Invesco India Small Cap?
Bandhan Small Cap currently edges it with a Smart Score of 85/100 vs 81/100. Bandhan Small Cap has the stronger risk-adjusted profile (Sortino 1.29 vs 1.05), 3-year returns of 21.3% vs 19.2%, and an expense ratio of 0.61% vs 0.63%. Scores are relative to all Small Cap peers and refresh with every data update.
Which is cheaper — Bandhan Small Cap or Invesco India Small Cap?
Bandhan Small Cap has the lower expense ratio: 0.61% vs 0.63% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Bandhan Small Cap leads with 1.29 vs 1.05. Sharpe ratios: Bandhan Small Cap 0.88, Invesco India Small Cap 0.84.