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) | ₹401 Cr | ₹36 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2024 | 03 Oct 2017 |
| Category | Retirement Funds | Short Duration |
| 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 | -3.88% | -5.84% |
| 6 Month | -1% | -9.49% |
| 1 Year | 5.62% | -0.13% |
| 3 Year | - | 17.58% |
| 5 Year | - | 24.15% |
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 | -1.81% | -6.5% |
| 1 Year | 2.43% | -4.9% |
| 3 Year | - | 6.9% |
| 5 Year | - | 14.27% |
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 | 5.36% | 8.19% |
| 3 Year | - | 23.05% |
| 5 Year | - | 25.08% |
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 | - | 15.63% |
| Sharp | - | 0.83% |
| Beta | - | 0.74% |
| Alpha | - | 1.81% |
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 | 32.26 | 2.65 |
| Large Cap | 45.74 | 0.96 |
| Mid Cap | 15.92 | 6.22 |
| Small Cap | 6.08 | 90.17 |
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 | 26.74 | 2.65 |
| Energy | 3.21 | - |
| Technology | 7.04 | 6.63 |
| Consumer Cyclical | 11.94 | 17.38 |
| Industrials | 9.39 | 20.43 |
| Healthcare | 6.13 | 10.59 |
| Basic Materials | 5.5 | 11.07 |
| Financial Services | 23.89 | 21.91 |
| Real Estate | 0.96 | 1.87 |
| Consumer Defensive | 3.03 | - |
| Communication Services | 2.18 | 7.48 |
| Utilities | 0 | - |
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