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Baroda BNP Paribas Retirement Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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tortoise-icon Baroda BNP Paribas Retirement Fund - Reg (G)

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tortoise-icon Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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