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 82/100 vs 82/100. Bandhan Small Cap has the stronger risk-adjusted profile (Sortino 1.45 vs 1.26), 3-year returns of 25.2% vs 23.0%, and an expense ratio of 0.58% vs 0.64%. 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 | 15.1% | 18.2%BEST | ||
3Y return | 25.2%BEST | 23.0% | ||
5Y return | 20.4% | 20.6%BEST | ||
Since launch | 30.8%BEST | 24.0% | ||
| Vs category benchmark | ||||
1Y vs index | +5.6% | +8.7%BEST | ||
3Y vs index | +10.4%BEST | +8.2% | ||
5Y vs index | +4.9% | +5.1%BEST | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.97BEST | 0.92 | ||
Sortino ratio | 1.45BEST | 1.26 | ||
Std deviation | 20.48 | 17.93BEST | ||
Alpha | 8.82BEST | 6.79 | ||
Beta | 0.90 | 0.90 | ||
| Cost & size | ||||
Expense ratio | 0.58%BEST | 0.64% | ||
Fund size | ₹31.1k CrBEST | ₹14.5k Cr | ||
Portfolio P/E | 17.98BEST | 42.64 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Manish Gunwani, Kirthi Jain | Taher Badshah, Aditya Khemani | ||
Benchmark | 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 82/100 vs 82/100. Bandhan Small Cap has the stronger risk-adjusted profile (Sortino 1.45 vs 1.26), 3-year returns of 25.2% vs 23.0%, and an expense ratio of 0.58% vs 0.64%. 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: 0.58% vs 0.64% (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 1.45 vs 1.26. Sharpe ratios: Bandhan Small Cap 0.97, Invesco India Small Cap 0.92.