Two of the largest Small Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| Bandhan Small Cap Fund Bandhan | Axis Small Cap Fund Axis | |
|---|---|---|
| Returns | ||
| 1 year | +0.8% | +1.3% |
| 3 years, a year | +20.1% | +12.0% |
| 5 years, a year | +16.7% | +13.0% |
| Since launch, a year | +26.8% | +20.4% |
| 3-year rank in category | 1 of 26 | 14 of 26 |
| Benchmark, 3 years | +11.2% | +12.3% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 16.3% | 15.5% |
| Biggest fall, 3 years | -23.0% | -19.8% |
| Sharpe ratio, 3 years | 0.81 | 0.40 |
| Beta | — | 0.75 |
| Alpha, a year | — | +1.3% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.74% | 1.68% |
| Money in the fund | ₹35,679 cr | ₹29,232 cr |
| Running for | 6.7 years | 12.9 years |
| Minimum SIP | ₹100 | ₹100 |
| Benchmark | BSE 250 Smallcap TRI | NIFTY Smallcap 250 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | Bandhan | Axis |
|---|---|---|
| HDFC Bank Limited | 1.5% | 1.3% |
| Cholamandalam Financial Holdings Limited | 1.9% | 1.3% |
| PNB Housing Finance Limited | 1.3% | 1.2% |
| Cyient Limited | 1.6% | 0.9% |
| Jubilant Ingrevia Limited | 0.7% | 0.7% |
| Crompton Greaves Consumer Electricals Limited | 0.7% | 0.6% |
| Apar Industries Limited | 0.5% | 0.6% |
| RHI Magnesita India Limited | 0.4% | 0.6% |
| Kirloskar Oil Engines Limited | 0.4% | 1.3% |
| Aptus Value Housing Finance India Limited | 0.6% | 0.3% |
Both are Small Cap funds, from Bandhan and Axis. Bandhan Small Cap Fund manages ₹35,679 cr and Axis Small Cap Fund ₹29,232 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
Axis Small Cap Fund, at 1.68% a year, against 1.74% for Bandhan Small Cap Fund.
Over three years, Bandhan Small Cap Fund returned +20.1% a year and Axis Small Cap Fund +12.0% a year. Over one year they returned +0.8% and +1.3%. Past returns do not indicate future returns.
They hold 11.9% of the same investments, 57.7% of the same industries and 64.6% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.