Bandhan Small Cap Fund SIP Calculator
Calculate historical returns and project future compounding for Bandhan Small Cap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Small Cap
AUM
₹34,176 Cr
Expense Ratio
0.61%
Fund Manager
Anoop Bhaskar
Bandhan Small Cap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 23.6% CAGR | 5 Years @ 19.5% CAGR | 10 Years @ 19.5% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹52,714 Invested: ₹36,000 | ₹1,02,056 Invested: ₹60,000 | ₹3,70,907 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,31,784 Invested: ₹90,000 | ₹2,55,139 Invested: ₹1,50,000 | ₹9,27,266 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,63,569 Invested: ₹1,80,000 | ₹5,10,278 Invested: ₹3,00,000 | ₹18,54,533 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹5,27,138 Invested: ₹3,60,000 | ₹10,20,556 Invested: ₹6,00,000 | ₹37,09,066 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹13,17,845 Invested: ₹9,00,000 | ₹25,51,391 Invested: ₹15,00,000 | ₹92,72,664 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (23.64%), 5-year (19.53%), and 10-year (19.53%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Bandhan Small Cap Fund
A high-growth small-cap fund seeking capital appreciation by discovering high-potential emerging small businesses.
Investment Strategy
Bottom-up stock selection identifying small-cap companies with expanding market share and strong return on capital.
Key Facts
- Focuses on emerging small-cap market leaders
- Expense ratio: 0.57% (Direct)
- Benchmark: BSE 250 SmallCap TRI
Historical Returns
3-Year CAGR
23.64%
5-Year CAGR
19.53%
10-Year CAGR
Benchmark
BSE 250 SmallCap TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Bandhan Small Cap's portfolio includes:
Top 5 Holdings
- Reverse Repo
- REC Ltd
- Sobha Ltd
- State Bank of India
- Arvind Ltd
Sector Allocation
Who Is This Fund Suitable For?
Suitable for high-risk investors looking for aggressive long-term growth with a 7+ year horizon.
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Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Bandhan Small Cap Investors
- FIRE Calculator — Plan your retirement corpus with Bandhan Small Cap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Bandhan Small Cap could cost you
- SIP vs EMI Calculator — Compare investing in Bandhan Small Cap vs paying off loans
Frequently Asked Questions About Bandhan Small Cap
What is the historical SIP return of Bandhan Small Cap?
Based on the latest data, Bandhan Small Cap has delivered an annualized return (CAGR) of 23.64% over 3 years, 19.53% over 5 years, and undefined over 10 years. Past performance does not guarantee future results.
How is Bandhan Small Cap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Bandhan Small Cap generate over 5 years?
At an estimated annual return rate of 19.53%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹5,10,278 in 5 years, yielding an estimated wealth gain of ₹2,10,278. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Bandhan Small Cap?
Bandhan Small Cap's top holdings include Reverse Repo, REC Ltd, Sobha Ltd, and State Bank of India. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of Bandhan Small Cap?
Bandhan Small Cap is a Small Cap fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in Bandhan Small Cap?
Gains from Bandhan Small Cap are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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