Baroda BNP Paribas Small Cap Fund vs Axis Small Cap Fund compare
Baroda BNP Paribas Small Cap Fund - Regular (G)
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1236 Cr | ₹26769 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Oct 2023 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 5% |
| Expense Ratio | 2.19 | 1.61 |
| Manager | Miten Vora | Shreyash Devalkar |
| ISIN Code | INF251K01SO2 | INF846K01K01 |
| Exits Load | Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -1.56% | -1.77% |
| 6 Month | -3.05% | -3.36% |
| 1 Year | -7.58% | -2.12% |
| 3 Year | - | 18.01% |
| 5 Year | - | 21.63% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.24% | -0.56% |
| 1 Year | 6.53% | 7.08% |
| 3 Year | - | 12.79% |
| 5 Year | - | 16.26% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 0.67% | 16.71% |
| 3 Year | - | 19.3% |
| 5 Year | - | 20.5% |
Risk Management
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 0.84% |
| Beta | - | 0.7% |
| Alpha | - | 1.26% |
Fund Managers
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Miten Vora | Shreyash Devalkar |
| Total AUM | ₹6478 Cr | ₹166770 Cr |
| Funds Managed | 6 | 14 |
| Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 19.08 | 13.75 |
| Mid Cap | 12.76 | 12.38 |
| Small Cap | 66.76 | 68.75 |
| Large Cap | 1.4 | 5.12 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.74 | 8.14 |
| Utilities | 1.94 | 0.9 |
| Communication Services | 1.68 | 0.75 |
| Basic Materials | 10.1 | 10.48 |
| Financial Services | 24.96 | 19.23 |
| Real Estate | 0.87 | 4.35 |
| Healthcare | 12.14 | 13.34 |
| Industrials | 19.37 | 15.57 |
| Consumer Cyclical | 11.36 | 11.69 |
| Consumer Defensive | 4.78 | 5.47 |
| Technology | 7.06 | 9.11 |
| Energy | - | 0.94 |
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