Compare Mutual Funds

Insights from Fund Comparison

• Both Bandhan Small Cap Fund - Direct (G) and Quantum Small Cap Fund - Regular (G) are Small Cap Fund, Equity schemes. Bandhan Small Cap Fund - Direct (G) is 6 yrs 2 m old and manages ₹20,474.12 Crs, whereas Quantum Small Cap Fund - Regular (G) is 2 yrs 5 m old with ₹189.79 Crs.
• Bandhan Small Cap Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Bandhan Small Cap Fund - Direct (G) has its top 3 sectors in Finance (12.11%), Realty (7.79%), and Pharmaceuticals (7.35%), while Quantum Small Cap Fund - Regular (G) focuses on Banks (18.13%), Auto Ancillaries (11.09%), and Pharmaceuticals (7.45%).
• The funds share exposure to Pharmaceuticals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Bandhan Small Cap Fund - Direct (G) holds Triparty Repo TRP_020326_VAL (10.49%), REC Limited (3.56%), Sobha Limited (3.47%), LT Foods Limited (2.46%), and The South Indian Bank Limited (2.13%), whereas Quantum Small Cap Fund - Regular (G) holds TREPS (10.26%), Karur Vysya Bank Ltd (3.76%), Supriya Lifescience Ltd (3.57%), Lumax Industries Ltd (3.34%), and Lumax Auto Technologies Ltd (2.71%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Bandhan Small Cap Fund - Direct (G) has 89.75% equity and 0.00% debt, while Quantum Small Cap Fund - Regular (G) has 89.82% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Bandhan Small Cap Fund - Direct (G) outperformed Quantum Small Cap Fund - Regular (G) in 1 Year (returns: 4.02% ) but underperformed in 3 Months, 6 Months, 3 Years, 5 Years (returns: -10.17%, -8.58%, 29.48%, 22.60%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.