BANDHAN Small Cap Fund vs HDFC Small Cap Fund
Over the last 3 years, BANDHAN Small Cap Fund returned 23.0% a year against 9.7% for HDFC Small Cap Fund (Direct plans). BANDHAN Small Cap Fund costs less (0.65% a year, Direct). Data as of 5 Nov 2026.
| BANDHAN Small Cap Fund | HDFC Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | Bandhan Mutual Fund | HDFC Mutual Fund |
| Benchmark (TRI) | Nifty Smallcap 250 | Nifty Smallcap 250 |
| Age | 6.7 years | 12.4 years |
| AUM | ₹32,794 cr | ₹41,670 cr |
| Direct plan | ||
| Rating | A+ | B |
| Expense ratio | 0.65% | 0.80% |
| 1Y return | 5.9% | -6.7% |
| 3Y return (a year) | 23.0% | 9.7% |
| 5Y return (a year) | 19.1% | 13.3% |
| 3Y vs index | +9.6% | -3.7% |
| Regular plan | ||
| Rating | A+ | B |
| Expense ratio | 1.73% | 1.57% |
| 1Y return | 4.7% | -7.4% |
| 3Y return (a year) | 21.4% | 8.7% |
| 5Y return (a year) | 17.4% | 12.3% |
| 3Y vs index | +8.0% | -4.6% |
| Risk and portfolio | ||
| Volatility, 3Y | 18.7% | 17.3% |
| Max fall, 5Y | -23.3% | -22.6% |
| Down capture, 3Y | 80 | 78 |
| Stocks held | – | 85 |
| Top 10 holdings | –% | 25% |
Common questions
BANDHAN Small Cap Fund or HDFC Small Cap Fund: which has done better?
Over the last 3 years, BANDHAN Small Cap Fund returned 23.0% a year against 9.7% for HDFC Small Cap Fund (Direct plans).
How much do BANDHAN Small Cap Fund and HDFC 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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.