Bandhan Small Cap Fund Direct Growth

Scheme code: INF194KB1AL4 NAV value: ₹ 44.7800 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.8188.0352.1531.4
3 year20.9839.6131.3030.38
5 year32.7640.8036.3121.02

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.3986.839.5452.15
3 year 4.0340.520.7731.3
5 year -10.6438.779.6236.31
7 year -2.2313.77.81
10 year -4.316.337.64
12 year -4.7915.157.27
15 year 0.1315.577.09
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
3 year -1.725.5410.9131.3
5 year 3.9721.5513.436.31
7 year 6.0610.248.5
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -16.4173.2233.3352.15
3 year 9.9547.7627.0431.3
5 year -5.0740.2114.3536.31
7 year 2.6618.2312.53
10 year 0.7620.8812
12 year 0.0419.2311.6
15 year 5.4520.1511.46

Rolling return for 1 year

- Average return: 52.15% - Median return: 59.99% - Average standard deviation: 8.19

Rolling return for 3 year

- Average return: 31.3% - Median return: 31.69% - Average standard deviation: 2.39

Rolling return for 5 year

- Average return: 36.31% - Median return: 36.38% - Average standard deviation: 1.99

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00014,10,3632,10,36317.54
3 year36,00,00056,31,62520,31,62516.09
5 year60,00,0001,22,39,62062,39,62015.33

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Average return (%) Fund's return (%)
1 year 11.2817.54
3 year 11.3316.09
5 year 8.4415.33
NIFTY SMALLCAP 100
Duration Average return (%) Fund's return (%)
1 year -82.7817.54
3 year 6.1916.09
5 year 6.0615.33
NIFTY SMALLCAP 250
Duration Average return (%) Fund's return (%)
1 year 9.3317.54
3 year 13.4116.09
5 year 10.6215.33

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹14,10,363 - Absolute Returns: ₹2,10,363 - CAGR: 17.54%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹56,31,625 - Absolute Returns: ₹20,31,625 - CAGR: 16.09%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,22,39,620 - Absolute Returns: ₹62,39,620 - CAGR: 15.33%