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BANDHAN SMALL CAP FUND - REGULAR PLAN IDCW

Bandhan · Small Cap
Very High
₹33.98
Current NAV
27 Oct 2026
-4.6%
1Y Return
12.8%
3Y CAGR
9.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.33).
  • Very large asset base (AUM: ₹13,380 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.83
Sharpe Ratio
1.33
Beta
6.33
Alpha
0.94
Sortino
Fund Details
Fund House Bandhan
Category Small Cap
AUM ₹13380 Cr
Expense Ratio 1.33%
Min SIP ₹500
Min Lumpsum ₹1000
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