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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) ₹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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