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.
| Nippon India Small Cap Fund Nippon India | Bandhan Small Cap Fund Bandhan | |
|---|---|---|
| Returns | ||
| 1 year | +0.8% | +0.8% |
| 3 years, a year | +12.2% | +20.1% |
| 5 years, a year | +16.1% | +16.7% |
| Since launch, a year | +19.4% | +26.8% |
| 3-year rank in category | 13 of 26 | 1 of 26 |
| Benchmark, 3 years | +12.3% | +11.2% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 16.1% | 16.3% |
| Biggest fall, 3 years | -24.5% | -23.0% |
| Sharpe ratio, 3 years | 0.38 | 0.81 |
| Beta | 0.84 | — |
| Alpha, a year | +0.9% | — |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.41% | 1.74% |
| Money in the fund | ₹77,995 cr | ₹35,679 cr |
| Running for | 16.1 years | 6.7 years |
| Minimum SIP | ₹100 | ₹100 |
| Benchmark | NIFTY Smallcap 250 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 | Nippon India | Bandhan |
|---|---|---|
| HDFC Bank Limited | 1.8% | 1.5% |
| State Bank of India | 1.2% | 1.8% |
| eClerx Services Limited | 0.8% | 1.0% |
| Paradeep Phosphates Limited | 0.8% | 1.3% |
| PNB Housing Finance Limited | 0.7% | 1.3% |
| AWL Agri Business Limited | 0.6% | 1.0% |
| Apar Industries Limited | 1.7% | 0.5% |
| Kotak Mahindra Bank Limited | 0.7% | 0.4% |
| REC Limited | 0.4% | 2.1% |
| Kirloskar Oil Engines Limited | 1.0% | 0.4% |
Both are Small Cap funds, from Nippon India and Bandhan. Nippon India Small Cap Fund manages ₹77,995 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.
Nippon India Small Cap Fund, at 1.41% a year, against 1.74% for Bandhan Small Cap Fund.
Over three years, Nippon India Small Cap Fund returned +12.2% a year and Bandhan Small Cap Fund +20.1% a year. Over one year they returned +0.8% and +0.8%. Past returns do not indicate future returns.
They hold 16.1% of the same investments, 57.3% of the same industries and 66.7% 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.