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.
| HDFC Small Cap Fund HDFC | Bandhan Small Cap Fund Bandhan | |
|---|---|---|
| Returns | ||
| 1 year | -9.8% | +0.8% |
| 3 years, a year | +8.0% | +20.1% |
| 5 years, a year | +11.9% | +16.7% |
| Since launch, a year | +15.9% | +26.8% |
| 3-year rank in category | 25 of 26 | 1 of 26 |
| Benchmark, 3 years | +11.2% | +11.2% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 15.4% | 16.3% |
| Biggest fall, 3 years | -22.8% | -23.0% |
| Sharpe ratio, 3 years | 0.13 | 0.81 |
| Beta | — | — |
| Alpha, a year | — | — |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.57% | 1.74% |
| Money in the fund | ₹39,461 cr | ₹35,679 cr |
| Running for | 18.6 years | 6.7 years |
| Minimum SIP | ₹100 | ₹100 |
| Benchmark | BSE 250 Smallcap TRI | BSE 250 Smallcap 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 | HDFC | Bandhan |
|---|---|---|
| eClerx Services Limited | 2.9% | 1.0% |
| Great Eastern Shipping Company Ltd. | 1.7% | 0.9% |
| Mastek Ltd. | 0.6% | 0.6% |
| Apar Industries Limited | 1.9% | 0.5% |
| Redington Ltd. | 1.4% | 0.4% |
| Kirloskar Ferrous Industries Ltd. | 0.9% | 0.4% |
| AWFIS SPACE SOLUTIONS LIMITED | 0.4% | 0.2% |
| Power Mech Projects Ltd. | 1.3% | 0.2% |
| Emami Ltd. | 0.3% | 0.2% |
| Eris Lifesciences Ltd | 1.9% | 0.2% |
Both are Small Cap funds, from HDFC and Bandhan. HDFC Small Cap Fund manages ₹39,461 cr and Bandhan Small Cap Fund ₹35,679 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
HDFC Small Cap Fund, at 1.57% a year, against 1.74% for Bandhan Small Cap Fund.
Over three years, HDFC Small Cap Fund returned +8.0% a year and Bandhan Small Cap Fund +20.1% a year. Over one year they returned -9.8% and +0.8%. Past returns do not indicate future returns.
They hold 6.1% of the same investments, 47.2% of the same industries and 58.8% 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.