Bandhan Small Cap Fund vs Kotak Small Cap Fund
Over the last 3 years, Bandhan Small Cap Fund returned 23.2% a year against 11.9% for Kotak 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 0%. Data as of 12 Nov 2026.
| Bandhan Small Cap Fund | Kotak Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | Bandhan Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Smallcap 250 TRI |
| Age | 6.7 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹35,171 cr | ₹17,907 cr |
| Direct plan | ||
| Rating | A | C |
| Expense ratio | 0.65% | 0.63% |
| 1Y return | 9.6% | 6.1% |
| 3Y return (a year) | 23.2% | 11.9% |
| 5Y return (a year) | 19.4% | 11.0% |
| 3Y vs index | +10.2% | -1.1% |
| Rating score, rank | 67 · #5 of 25 | 38 · #19 of 25 |
| Regular plan | ||
| Rating | A | C |
| Expense ratio | 1.73% | 1.71% |
| 1Y return | 8.3% | 4.9% |
| 3Y return (a year) | 21.6% | 10.7% |
| 5Y return (a year) | 17.7% | 9.6% |
| 3Y vs index | +8.6% | -2.3% |
| Rating score, rank | 67 · #5 of 25 | 37 · #19 of 25 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 92% | 0% |
| Deepest fall, 3Y | -22.8% | -24.7% |
| Volatility, 3Y | 18.7% | 16.8% |
| Max fall, 5Y | -23.3% | -24.7% |
| Down capture, 3Y | 80 | 80 |
| Stocks held | – | 79 |
| Top 10 holdings | – | 29% |
| Large / mid / small caps | – | 7 / 15 / 75% |
| Largest sector | – | Healthcare Services |
Common questions
Bandhan Small Cap Fund or Kotak Small Cap Fund: which is better?
On our track-record ratings (Direct plans), Bandhan Small Cap Fund is rated A and Kotak Small Cap Fund is rated C, 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.
Bandhan Small Cap Fund or Kotak Small Cap Fund: which has done better?
Over the last 3 years, Bandhan Small Cap Fund returned 23.2% a year against 11.9% for Kotak Small Cap Fund (Direct plans).
How much do Bandhan Small Cap Fund and Kotak 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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