Aeterna Wealth

BANDHAN Small Cap Fund vs Quant Small Cap Fund

Over the last 3 years, BANDHAN Small Cap Fund returned 23.0% a year against 17.4% for Quant 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 FundQuant Small Cap Fund
CategorySmall CapSmall Cap
Fund houseBandhan Mutual Fundquant Mutual Fund
Benchmark (TRI)Nifty Smallcap 250Nifty Smallcap 250
Age6.7 years13.8 years
AUM₹32,794 cr₹35,054 cr
Direct plan
RatingA+A
Expense ratio0.65%0.96%
1Y return5.9%9.8%
3Y return (a year)23.0%17.4%
5Y return (a year)19.1%17.4%
3Y vs index+9.6%+4.0%
Regular plan
RatingA+A
Expense ratio1.73%1.65%
1Y return4.7%8.9%
3Y return (a year)21.4%16.4%
5Y return (a year)17.4%16.2%
3Y vs index+8.0%+3.0%
Risk and portfolio
Volatility, 3Y18.7%18.2%
Max fall, 5Y-23.3%-25.2%
Down capture, 3Y8091
Stocks held–103
Top 10 holdings–%36%

Common questions

BANDHAN Small Cap Fund or Quant Small Cap Fund: which has done better?

Over the last 3 years, BANDHAN Small Cap Fund returned 23.0% a year against 17.4% for Quant Small Cap Fund (Direct plans).

How much do BANDHAN Small Cap Fund and Quant 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.