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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.40 | 43.65 | 1.50 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.25 | 56.80 | 0.88 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE 250 Small Cap - TRI |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Small Cap Fund | 29.43% | 26.58% | 37.33% |
Nippon India Small Cap Fund | 16.93% | 23.66% | 26.22% |
HDFC Small Cap Fund | 11.15% | 20.59% | 20.32% |
SBI Small Cap Fund | 16.09% | 16.72% | 25.02% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Equity
Others
Holdings
2.64 %
Holdings
2.41 %
Holdings
2.25 %
Manish Gunwani
AUM: ₹31,820.11 Cr.
|
Exp: 17yrs
Kirthi Jain
AUM: ₹11,528.50 Cr.
|
Exp: 9yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%