Baroda BNP Paribas Retirement Fund vs AXIS Nifty Bank Index Fund compare
Baroda BNP Paribas Retirement Fund - Reg (G)
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Fund | Baroda BNP Paribas Retirement Fund - Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹392 Cr | ₹143 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 May 2024 | 29 May 2024 |
| Category | Retirement Funds | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY Bank TRI |
| Turn Over | % | % |
| Expense Ratio | 2.27 | 1 |
| Manager | Pratish Krishnan | Karthik Kumar |
| ISIN Code | INF251K01TH4 | INF846K012W4 |
| Exits Load | Data not available./365 | Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.44% | 2.7% |
| 6 Month | 6.04% | 8.05% |
| 1 Year | 6.34% | 14.07% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.84% | 4.59% |
| 1 Year | 12.58% | 19.88% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 4.84% | 8.49% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Name | Pratish Krishnan | Karthik Kumar |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 5 | 9 |
| Baroda BNP Paribas Retirement Fund - Reg (G) | AXIS Nifty Bank Index Fund - Regular (G) |
Market Cap
| Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 30.73 | 0 |
| Large Cap | 47 | 84.08 |
| Mid Cap | 15.52 | 15.92 |
| Small Cap | 6.75 | - |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 27.08 | 0 |
| Energy | 3.11 | - |
| Technology | 6.89 | - |
| Industrials | 10.51 | - |
| Consumer Cyclical | 10.19 | - |
| Healthcare | 6.66 | - |
| Basic Materials | 5.65 | - |
| Financial Services | 22.66 | 100 |
| Real Estate | 1 | - |
| Consumer Defensive | 2.97 | - |
| Communication Services | 2.18 | - |
| Utilities | 1.12 | - |
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