Baroda BNP Paribas Retirement Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Baroda BNP Paribas Retirement Fund - Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Fund | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹376 Cr | ₹36 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 May 2024 | 03 Oct 2017 |
Category | Retirement Funds | ELSS |
Fund Type | Open Ended | Close Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY SMALLCAP 100 TRI |
Turn Over | % | 11% |
Expense Ratio | 2.27 | 1.42 |
Manager | Pratish Krishnan | Dwijendra Srivastava |
ISIN Code | INF251K01TH4 | INF903JA1AX5 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Month | 1.34% | -0.8% |
6 Month | 10.71% | 17.43% |
1 Year | 2.13% | -3.82% |
3 Year | - | 19.14% |
5 Year | - | 31.85% |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
6 Month | 2.31% | 2.01% |
1 Year | 10.62% | 12.99% |
3 Year | - | 15.59% |
5 Year | - | 20.39% |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Year | 4.84% | 9.86% |
3 Year | - | 23.72% |
5 Year | - | 24.09% |
Risk Management
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.70% |
Sharp | - | 0.74% |
Beta | - | 0.76% |
Alpha | - | -0.86% |
Fund Managers
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Pratish Krishnan | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Funds Managed | 5 | 14 |
Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 31.2 | 5.08 |
Large Cap | 47.25 | - |
Mid Cap | 14.92 | 7.35 |
Small Cap | 6.63 | 87.57 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 24.43 | 5.08 |
Energy | 2.92 | - |
Technology | 7.08 | 5.91 |
Industrials | 9.97 | 19.34 |
Consumer Cyclical | 10.87 | 16.09 |
Healthcare | 6.97 | 10.64 |
Financial Services | 21.47 | 21.42 |
Basic Materials | 5.54 | 11.61 |
Real Estate | 1.06 | 1.94 |
Utilities | 3.99 | - |
Consumer Defensive | 3.65 | - |
Communication Services | 2.06 | 7.98 |
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