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) | ₹38020 Cr | ₹1236 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 | -2.31% | -1.36% |
| 6 Month | -0.59% | -1.7% |
| 1 Year | -0.18% | -6.73% |
| 3 Year | 21.26% | - |
| 5 Year | 24.98% | - |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -3.48% | -3.57% |
| 1 Year | 6.45% | 0.71% |
| 3 Year | 12.55% | - |
| 5 Year | 17.99% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.77% | 0.67% |
| 3 Year | 20% | - |
| 5 Year | 17.7% | - |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.43% | - |
| Sharp | 0.88% | - |
| Beta | 0.76% | - |
| Alpha | 2.62% | - |
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 | 11.69 | 19.08 |
| Small Cap | 73.73 | 66.76 |
| Mid Cap | 8.91 | 12.76 |
| Large Cap | 5.67 | 1.4 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 11.01 | 5.74 |
| Industrials | 20.79 | 19.37 |
| Consumer Cyclical | 18.73 | 11.36 |
| Consumer Defensive | 3.66 | 4.78 |
| Financial Services | 12.58 | 24.96 |
| Communication Services | 1.63 | 1.68 |
| Healthcare | 11.87 | 12.14 |
| Basic Materials | 6.86 | 10.1 |
| Technology | 12.89 | 7.06 |
| Utilities | - | 1.94 |
| Real Estate | - | 0.87 |
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