Baroda BNP Paribas Small Cap Fund vs Edelweiss Small Cap Fund compare

Baroda BNP Paribas Small Cap Fund vs Edelweiss Small Cap Fund compare

Link copied to clipboard!

Baroda BNP Paribas Small Cap Fund - Regular (G)

Invest Now

Edelweiss Small Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1270 Cr	₹5297 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	27 Oct 2023	07 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	%	18%
Expense Ratio	2.19	1.84
Manager	Miten Vora	Trideep Bhattacharya
ISIN Code	INF251K01SO2	INF754K01JJ4
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	Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-3.53%	-2.89%
6 Month	-1.86%	0.22%
1 Year	-8.25%	-6.05%
3 Year	-	18.24%
5 Year	-	24.74%

SIP Return Analysis

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-1.98%	-1.32%
1 Year	3.54%	6.57%
3 Year	-	13.23%
5 Year	-	17.15%

Rolling Lumpsum Returns

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	0.67%	24.81%
3 Year	-	27.98%
5 Year	-	31.2%

Risk Management

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	-	15.96%
Sharp	-	0.79%
Beta	-	0.79%
Alpha	-	1.21%

Fund Managers

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Miten Vora	Trideep Bhattacharya
Total AUM	₹6478 Cr	₹0 Cr
Funds Managed	6	9
	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	12.14	2.2
Mid Cap	12.91	23.44
Small Cap	73.61	74.36
Large Cap	1.34	-

Sector Allocation

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	2.32	1.8
Utilities	3.7	0.97
Communication Services	1.9	-
Basic Materials	13.67	14.89
Financial Services	21.96	21.14
Real Estate	3.27	1.61
Healthcare	10.84	11.44
Industrials	21.71	15.38
Consumer Cyclical	11.54	18.62
Technology	6.75	7.78
Consumer Defensive	2.35	5.66
Energy	-	0.73

Top Comparisons

Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.99%

VS

Quant Liquid Fund-Growth

3Y Returns6.68%

Compare Now

Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns6.34%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.33%

Compare Now

HSBC Flexi Cap Fund - Regular Growth

3Y Returns18.21%

VS

Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns13.62%

Compare Now

Invesco India Financial Services Fund - Retail Growth

3Y Returns19.9%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns16.93%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully