3 weeks ago

Bandhan Small Cap Fund lags peers despite strong 3-year record

Bandhan Small Cap Fund lags peers despite strong 3-year record
Bandhan Small Cap Fund delivered 25% in 3 years, but recent returns lag peers: Should investors worry? · businesstoday.in

This story is about a piggy bank that invests in small companies.

The piggy bank is called the Bandhan Small Cap Fund.

For a long time, it made lots of money for people.

Over three years, it grew their money by about 25 percent every year.

But lately, it has not done as well as other similar piggy banks.

In the last three months, it grew 6.71 percent while others grew 8.80 percent.

Small company investments go up and down like a rollercoaster.

One year it went up 52 percent, and another year it went down 6 percent.

An expert says you should not worry too much about short dips.

Instead, think about how long you can keep your money invested and how much risk you can handle.

Key facts

3-month return
6.71% vs category average 8.80%
6-month return
13.61% vs category average 15.92%
1-year return
8.05% vs category average 8.60%
3-year annualised return
25.35% vs category average 16.00%
5-year return
18.08% vs category average 15.48%
Assets under management (June 2026)
Rs 28,466 crore
Equity and small-cap allocation
91.82% equities; 72.34% small caps, 13.25% mid caps, 6.12% large caps
Largest sector exposure
Finance at 13.30% vs category 8.12%

Quotes

Rajani

Fund adviser

“Investors should not use past returns as the sole basis for investing.”
businesstoday.in

Sources

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