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.
| SBI Small Cap Fund SBI | Bandhan Small Cap Fund Bandhan | |
|---|---|---|
| Returns | ||
| 1 year | -0.4% | +0.8% |
| 3 years, a year | +9.8% | +20.1% |
| 5 years, a year | +10.8% | +16.7% |
| Since launch, a year | +22.2% | +26.8% |
| 3-year rank in category | 19 of 26 | 1 of 26 |
| Benchmark, 3 years | +11.2% | +11.2% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 14.8% | 16.3% |
| Biggest fall, 3 years | -22.7% | -23.0% |
| Sharpe ratio, 3 years | 0.27 | 0.81 |
| Beta | — | — |
| Alpha, a year | — | — |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.60% | 1.74% |
| Money in the fund | ₹39,782 cr | ₹35,679 cr |
| Running for | 17.2 years | 6.7 years |
| Minimum SIP | — | ₹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 | SBI | Bandhan |
|---|---|---|
| Cholamandalam Financial Holdings Ltd. | 1.3% | 1.9% |
| Electronics Mart India Ltd. | 1.0% | 0.6% |
| Aptus Value Housing Finance India Ltd. | 1.1% | 0.6% |
| RHI Magnesita India Ltd. | 1.6% | 0.4% |
| Deepak Fertilizers and Petrochemicals Corporation Ltd. | 1.7% | 0.3% |
| CSB Bank Ltd. | 0.8% | 0.2% |
| Sansera Engineering Ltd. | 2.0% | 0.2% |
| Krishna Institute of Medical Sciences Ltd. | 2.0% | 0.2% |
| Archean Chemical Industries Ltd. | 0.5% | 0.1% |
| Pine Labs Ltd. | 2.6% | 0.1% |
Both are Small Cap funds, from SBI and Bandhan. SBI Small Cap Fund manages ₹39,782 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.
SBI Small Cap Fund, at 1.60% a year, against 1.74% for Bandhan Small Cap Fund.
Over three years, SBI Small Cap Fund returned +9.8% a year and Bandhan Small Cap Fund +20.1% a year. Over one year they returned -0.4% and +0.8%. Past returns do not indicate future returns.
They hold 4.3% of the same investments, 42.4% of the same industries and 51.2% 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.