Compare Mutual Funds

Insights from Fund Comparison

• Both Nippon India Small Cap Fund - Direct (G) and Bandhan Small Cap Fund (G) are Small Cap Fund, Equity schemes. Nippon India Small Cap Fund - Direct (G) is 13 yrs 3 m old and manages ₹67,641.5 Crs, whereas Bandhan Small Cap Fund (G) is 6 yrs 2 m old with ₹20,474.12 Crs.
• Nippon India Small Cap Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Nippon India Small Cap Fund - Direct (G) has its top 3 sectors in Banks (8.78%), Capital Goods - Electrical Equipment (5.87%), and Consumer Durables (5.87%), while Bandhan Small Cap Fund (G) focuses on Finance (12.11%), Realty (7.79%), and Pharmaceuticals (7.35%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Nippon India Small Cap Fund - Direct (G) holds Multi Commodity Exchange of India Limited (2.89%), Triparty Repo (2.29%), HDFC Bank Limited (2.01%), Karur Vysya Bank Limited (1.54%), and Apar Industries Limited (1.45%), whereas Bandhan Small Cap Fund (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, Nippon India Small Cap Fund - Direct (G) has 95.93% equity and 1.46% debt, while Bandhan Small Cap Fund (G) has 89.75% equity and 0.00% debt.
• Nippon India Small Cap Fund - Direct (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Nippon India Small Cap Fund - Direct (G) outperformed Bandhan Small Cap Fund (G) in 3 Months, 6 Months, 5 Years (returns: -9.73%, -9.36%, 21.20% ) but underperformed in 1 Year, 3 Years (returns: 0.70%, 19.31%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.