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) | ₹392 Cr | ₹37 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 | 0.25% | -1.62% |
| 6 Month | 4.47% | 2.84% |
| 1 Year | 3.68% | -1.72% |
| 3 Year | - | 18% |
| 5 Year | - | 27.92% |
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 | 4.25% | 0.65% |
| 1 Year | 15.57% | 13.61% |
| 3 Year | - | 14.3% |
| 5 Year | - | 18.98% |
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% | 8.69% |
| 3 Year | - | 23.24% |
| 5 Year | - | 24.92% |
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 | - | 15.78% |
| Sharp | - | 0.80% |
| Beta | - | 0.75% |
| Alpha | - | 0.27% |
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 | 30.73 | 4.53 |
| Large Cap | 47 | - |
| Mid Cap | 15.52 | 6.62 |
| Small Cap | 6.75 | 88.85 |
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 | 27.08 | 4.53 |
| Energy | 3.11 | - |
| Technology | 6.89 | 6.18 |
| Industrials | 10.51 | 18.17 |
| Consumer Cyclical | 10.19 | 15.02 |
| Healthcare | 6.66 | 10.88 |
| Basic Materials | 5.65 | 11.74 |
| Financial Services | 22.66 | 23.38 |
| Real Estate | 1 | 2.11 |
| Consumer Defensive | 2.97 | - |
| Communication Services | 2.18 | 7.98 |
| Utilities | 1.12 | - |
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