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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) ₹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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