Compare Mutual Funds

Insights from Fund Comparison

• Both HSBC Small Cap Fund - Direct (G) and Bandhan Small Cap Fund - Direct (G) are Small Cap Fund, Equity schemes. HSBC Small Cap Fund - Direct (G) is 11 yrs 11 m old and manages ₹15,374.92 Crs, whereas Bandhan Small Cap Fund - Direct (G) is 6 yrs 2 m old with ₹20,474.12 Crs.
• HSBC Small Cap Fund - Direct (G) is older, but Bandhan Small Cap Fund - Direct (G) is larger — suggesting that while HSBC Small Cap Fund - Direct (G) has more experience, Bandhan Small Cap Fund - Direct (G) may be attracting recent investor interest.
• HSBC Small Cap Fund - Direct (G) has its top 3 sectors in Banks (8.36%), Finance (7.88%), and Pharmaceuticals (7.51%), while Bandhan Small Cap Fund - Direct (G) focuses on Finance (12.11%), Realty (7.79%), and Pharmaceuticals (7.35%).
• The funds share exposure to Finance and Pharmaceuticals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• HSBC Small Cap Fund - Direct (G) holds Treps (3.86%), Karur Vysya Bank Limited (3.09%), The Federal Bank Limited (2.09%), APAR INDUSTRIES LTD (1.97%), and Mtar Technologies Limited (1.94%), whereas 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%).
• 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, HSBC Small Cap Fund - Direct (G) has 96.58% equity and 0.00% debt, while Bandhan Small Cap Fund - Direct (G) has 89.75% equity and 0.00% debt.
• HSBC Small Cap Fund - Direct (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• HSBC Small Cap Fund - Direct (G) showed short-term strength over 3 Months (returns: -11.57%), outperforming Bandhan Small Cap Fund - Direct (G) by 1.4%. However, other periods (6 Months, 1 Year, 3 Years, 5 Years, returns: -12.20%, -3.79%, 14.86%, 19.10% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.