Axis Small Cap Fund vs Bandhan Small Cap Fund
Over the last 3 years, Bandhan Small Cap Fund returned 23.2% a year against 14.5% for Axis Small Cap Fund (Direct plans). Bandhan Small Cap Fund was the more consistent: ahead of its index in 92% of rolling 3-year periods, against 12%. In falling months, Axis Small Cap Fund fell less: 73% of the index's fall, against 80%. Data as of 12 Nov 2026.
| Axis Small Cap Fund | Bandhan Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | Axis Mutual Fund | Bandhan Mutual Fund |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Smallcap 250 TRI |
| Age | 12.9 years | 6.7 years |
| AUM on 30 Oct 2026 | ₹29,721 cr | ₹35,171 cr |
| Direct plan | ||
| Rating | B | A |
| Expense ratio | 0.70% | 0.65% |
| 1Y return | 8.2% | 9.6% |
| 3Y return (a year) | 14.5% | 23.2% |
| 5Y return (a year) | 14.8% | 19.4% |
| 3Y vs index | +1.5% | +10.2% |
| Rating score, rank | 42 · #15 of 25 | 67 · #5 of 25 |
| Regular plan | ||
| Rating | B | A |
| Expense ratio | 1.68% | 1.73% |
| 1Y return | 7.2% | 8.3% |
| 3Y return (a year) | 13.3% | 21.6% |
| 5Y return (a year) | 13.5% | 17.7% |
| 3Y vs index | +0.4% | +8.6% |
| Rating score, rank | 42 · #15 of 25 | 67 · #5 of 25 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 12% | 92% |
| Deepest fall, 3Y | -19.4% | -22.8% |
| Volatility, 3Y | 15.9% | 18.7% |
| Max fall, 5Y | -19.4% | -23.3% |
| Down capture, 3Y | 73 | 80 |
| Stocks held | 127 | – |
| Top 10 holdings | 19% | – |
| Large / mid / small caps | 6 / 9 / 74% | – |
| Largest sector | Chemicals & Petrochemicals | – |
Common questions
Axis Small Cap Fund or Bandhan Small Cap Fund: which is better?
On our track-record ratings (Direct plans), Axis Small Cap Fund is rated B and Bandhan Small Cap Fund is rated A, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Axis Small Cap Fund or Bandhan Small Cap Fund: which has done better?
Over the last 3 years, Bandhan Small Cap Fund returned 23.2% a year against 14.5% for Axis Small Cap Fund (Direct plans).
How much do Axis Small Cap Fund and Bandhan Small Cap Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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