Compare Mutual Funds

Insights from Fund Comparison

• Both Invesco India Smallcap Fund - Direct (G) and Bandhan Small Cap Fund - Direct (G) are Small Cap Fund, Equity schemes. Invesco India Smallcap Fund - Direct (G) is 7 yrs 8 m old and manages ₹11,038.23 Crs, whereas Bandhan Small Cap Fund - Direct (G) is 6 yrs 4 m old with ₹25,345.79 Crs.
• Invesco India Smallcap Fund - Direct (G) is older, but Bandhan Small Cap Fund - Direct (G) is larger — suggesting that while Invesco India Smallcap Fund - Direct (G) has more experience, Bandhan Small Cap Fund - Direct (G) may be attracting recent investor interest.
• Invesco India Smallcap Fund - Direct (G) has its top 3 sectors in Healthcare (12.10%), Banks (10.77%), and Pharmaceuticals (6.21%), while Bandhan Small Cap Fund - Direct (G) focuses on Finance (11.36%), Banks (8.35%), and Pharmaceuticals (7.29%).
• The funds share exposure to Banks and Pharmaceuticals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Invesco India Smallcap Fund - Direct (G) holds Amber Enterprises India Limited (4.87%), Sai Life Sciences Limited (4.79%), Max Healthcare Institute Limited (4.12%), InterGlobe Aviation Limited (3.88%), and Krishna Institute Of Medical Sciences Limited (3.84%), whereas Bandhan Small Cap Fund - Direct (G) holds Triparty Repo TRP_010626 (10.06%), Sobha Limited (3.18%), REC Limited (3.10%), State Bank of India (2.02%), and LT Foods Limited (1.88%).
• 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, Invesco India Smallcap Fund - Direct (G) has 99.87% equity and 0.00% debt, while Bandhan Small Cap Fund - Direct (G) has 89.96% equity and 0.00% debt.
• Invesco India Smallcap Fund - Direct (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Invesco India Smallcap Fund - Direct (G) outperformed Bandhan Small Cap Fund - Direct (G) in 1 Year (returns: 6.86% ) but underperformed in 3 Months, 6 Months, 3 Years, 5 Years (returns: 6.90%, 2.32%, 23.79%, 21.19%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.