Baroda BNP Paribas Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Baroda BNP Paribas Small Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
Fund | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹36353 Cr | ₹1286 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Apr 2008 | 27 Oct 2023 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 10.02% | % |
Expense Ratio | 1.57 | 2.19 |
Manager | Dhruv Muchhal | Miten Vora |
ISIN Code | INF179KA1RZ8 | INF251K01SO2 |
Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
1 Month | -2.48% | -4.82% |
6 Month | 16.29% | 11.18% |
1 Year | 3.14% | -5.77% |
3 Year | 23.83% | - |
5 Year | 31% | - |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
6 Month | 7.54% | 2.39% |
1 Year | 9.68% | -1.79% |
3 Year | 18.16% | - |
5 Year | 22.21% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 15.84% | 2.35% |
3 Year | 19.76% | - |
5 Year | 17.3% | - |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 15.41% | - |
Sharp | 1.16% | - |
Beta | 0.78% | - |
Alpha | 3.15% | - |
Fund Managers
Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
Name | Dhruv Muchhal | Miten Vora |
Total AUM | ₹520687 Cr | ₹6478 Cr |
Funds Managed | 40 | 6 |
HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
Market Cap
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
Others | 9.49 | 7.87 |
Small Cap | 78.55 | 75.49 |
Mid Cap | 8.23 | 16.64 |
Large Cap | 3.74 | 0 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
Others | 8.93 | 4.7 |
Industrials | 23.59 | 27 |
Consumer Cyclical | 18.21 | 10.99 |
Consumer Defensive | 2.24 | 6.9 |
Financial Services | 11.31 | 14.92 |
Communication Services | 1.75 | 1.52 |
Healthcare | 12.61 | 11.69 |
Basic Materials | 7.92 | 12.75 |
Utilities | 0.36 | 5.38 |
Technology | 13.07 | 3 |
Real Estate | - | 1.15 |
Top Comparisons
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns16.55%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns17.54%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns20.09%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.03%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.97%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.88%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns13.42%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns15.34%