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) | ₹1219 Cr | ₹26547 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 | -2.21% | -4.8% |
| 6 Month | -4.17% | -7.15% |
| 1 Year | 3.16% | 1.49% |
| 3 Year | - | 16.87% |
| 5 Year | - | 20.5% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.54% | -7.7% |
| 1 Year | -6.28% | -9.48% |
| 3 Year | - | 6.81% |
| 5 Year | - | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | -1.75% | 16.49% |
| 3 Year | - | 19.14% |
| 5 Year | - | 20.52% |
Risk Management
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 0.83% |
| Beta | - | 0.7% |
| Alpha | - | 0.83% |
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 | 18.3 | 17.73 |
| Small Cap | 70.55 | 65.54 |
| Mid Cap | 11.16 | 11.28 |
| Large Cap | 0 | 5.46 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.59 | 8.17 |
| Utilities | 0.74 | 0.87 |
| Consumer Cyclical | 12.65 | 11.52 |
| Communication Services | 2.21 | 0.82 |
| Financial Services | 25.46 | 19.24 |
| Basic Materials | 9.85 | 10.52 |
| Technology | 5.4 | 8.76 |
| Real Estate | 0 | 4.38 |
| Healthcare | 15.5 | 13.36 |
| Industrials | 16.31 | 16.17 |
| Consumer Defensive | 6.28 | 5.24 |
| Energy | - | 0.95 |
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