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 | -2.81% | -2.95% |
| 6 Month | -2.26% | -0.73% |
| 1 Year | -8.59% | -4.47% |
| 3 Year | - | 17.28% |
| 5 Year | - | 22.49% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.66% | -1.82% |
| 1 Year | 3.56% | 6.55% |
| 3 Year | - | 13.03% |
| 5 Year | - | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 0.67% | 16.83% |
| 3 Year | - | 19.37% |
| 5 Year | - | 20.47% |
Risk Management
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.32% |
| Sharp | - | 0.78% |
| Beta | - | 0.70% |
| Alpha | - | 1.03% |
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 | 12.14 | 13.94 |
| Mid Cap | 12.91 | 12.58 |
| Small Cap | 73.61 | 69.1 |
| Large Cap | 1.34 | 4.38 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.32 | 9.46 |
| Utilities | 3.7 | 0.87 |
| Communication Services | 1.9 | 0.87 |
| Basic Materials | 13.67 | 11.35 |
| Financial Services | 21.96 | 18.35 |
| Real Estate | 3.27 | 4.63 |
| Healthcare | 10.84 | 13.01 |
| Industrials | 21.71 | 15.76 |
| Consumer Cyclical | 11.54 | 10.99 |
| Technology | 6.75 | 9.17 |
| Consumer Defensive | 2.35 | 5.1 |
| Energy | - | 0.44 |
Top Comparisons
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.14%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.9%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns23.89%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns20.43%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns14.98%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns13.61%
SBI Magnum Income Fund-Regular Plan-Growth
3Y Returns7.01%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns5.77%