Should I invest in BANDHAN SMALL CAP FUND GROWTH?

We don't give personal investment advice. BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.2%. 5-year CAGR: 20.47%.

Bandhan

BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH

Latest NAV

₹47.7120

As of

3 Jun 2026

1,552 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.48%	+0.48%	0.00	15 / 27	Q3
1W	-1.22%	-0.69%	-0.54	18 / 27	Q3
2W	+0.63%	+1.47%	-0.84	19 / 27	Q3
1M	-0.23%	+1.02%	-1.24	19 / 27	Q3
3M	+9.13%	+10.12%	-0.99	12 / 25	Q2
6M	+1.63%	+3.06%	-1.43	14 / 24	Q3
YTD	+2.59%	+3.98%	-1.40	14 / 24	Q3
1Y	+4.56%	+4.95%	-0.39	12 / 23	Q3
2Y	+11.77%	+6.32%	+5.44	2 / 20	Q1
3Y	+27.85%	+17.81%	+10.04	1 / 16	Q1
4Y	+24.57%	+17.92%	+6.65	1 / 13	Q1
5Y	+20.47%	+16.41%	+4.06	1 / 13	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+28.34%	+15.19%	+13.15	1 / 27	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.59%	+3.98%	-1.40	14 / 24
2025	-1.82%	-5.58%	+3.76	4 / 21
2024	+42.30%	+28.55%	+13.75	2 / 19
2023	+53.88%	+39.81%	+14.07	2 / 15
2022	-6.13%	+0.62%	-6.75	13 / 13
2021	+51.13%	+57.64%	-6.51	10 / 12
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+33.65%

65 windows

min -9.1% · max 103.5%

78% positive

3-Year rolling

+29.20%

40 windows

min 21.4% · max 36.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+28.70%

16 windows

min 20.5% · max 36.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

19.10%

3-year · annualised

Sharpe ratio

1.05

vs risk-free 6.5%

Sortino ratio

1.91

Downside-only deviation

Max drawdown

-23.00%

Dec 2024 → Mar 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Small Cap Fund

Scheme	Fund house	NAV	As of
SBI Small Cap Fund - Regular Plan - Growth	SBI	₹168.3911	3 Jun 2026
Invesco India Smallcap Fund - Regular Plan - Growth	Invesco	₹42.9700	3 Jun 2026
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION	Quantum	₹12.8000	3 Jun 2026
Motilal Oswal Small Cap Fund - Regular - Growth	Motilal Oswal	₹15.0859	3 Jun 2026
Mirae Asset Small Cap Fund - Regular Plan - Growth	Mirae Asset	₹11.3500	3 Jun 2026
Edelweiss Small Cap Fund - Regular Plan - Growth	Edelweiss	₹43.9560	3 Jun 2026
DSP BlackRock Micro Cap Fund - Regular - Growth	DSP BlackRock	₹207.4660	3 Jun 2026
HSBC Small Cap Fund - Regular Growth	HSBC	₹81.8992	3 Jun 2026
Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth option	Baroda BNP Paribas	₹13.1378	3 Jun 2026
CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹37.9000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹47.7120
2 Jun 2026	₹47.7760
1 Jun 2026	₹47.5480
31 May 2026	₹47.9400
29 May 2026	₹47.9430
27 May 2026	₹48.2960
26 May 2026	₹48.3670
25 May 2026	₹48.2310
22 May 2026	₹47.7450
21 May 2026	₹47.8070

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH is ₹47.7120. It's a Small Cap Fund from Bandhan, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH has NAV history starting from 26 Feb 2020, a track record of about 6 years 3 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH is managed by Bandhan. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH has delivered a absolute return of 4.56% — -0.39 pp behind the Small Cap Fund category average of 4.95%. The fund ranks #12 of 23 in its category — the third (Q3) quartile.

Over the trailing 3-year window, BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH has delivered a CAGR of 27.85% — +10.04 pp ahead of the Small Cap Fund category average of 17.81%. The fund ranks #1 of 16 in its category — the top (Q1) quartile.

Over the trailing 5-year window, BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH has delivered a CAGR of 20.47% — +4.06 pp ahead of the Small Cap Fund category average of 16.41%. The fund ranks #1 of 13 in its category — the top (Q1) quartile.

₹1 lakh invested in BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH exactly 5 years ago would be worth approximately ₹253,723 today — a multiplier of 2.54×, based on the 5-year CAGR of 20.47%. The category average over the same window would have grown ₹1 lakh to ₹213,735.

A ₹10,000 monthly SIP in BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH over the last 5 years — total invested ₹600,000 — would be worth ₹992,660 today. That's an XIRR (money-weighted annualised return) of 20.23%.

BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹992,660 — XIRR 20.23%.

On a 5-year basis, BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH ranks #1 out of 13 funds in the Small Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 16.41%; this fund delivered 20.47%.

The worst peak-to-trough decline BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH has experienced over the last 5-year window is 25.20% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH averaged 28.70% (best 36.23%, worst 20.47%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.77 — reasonable risk-adjusted performance.

In calendar year 2025, BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH returned -1.82% — beating the Small Cap Fund category average of -5.58% by 3.76 pp. It ranked #4 of 21 in its category that year.

BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.2%. 5-year CAGR: 20.47%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.