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

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

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HDFC Small Cap Fund Regular Growth

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Baroda BNP Paribas Small Cap Fund - Regular (G)

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Chart Comparison

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

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	-3.71%	-2.81%
6 Month	0.29%	-2.26%
1 Year	-5.05%	-8.59%
3 Year	19.38%	-
5 Year	25.35%	-

SIP Return Analysis

Scheme Name	HDFC Small Cap Fund Regular Growth	Baroda BNP Paribas Small Cap Fund - Regular (G)
6 Month	-2.75%	-2.66%
1 Year	9.22%	3.56%
3 Year	13%	-
5 Year	17.94%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Small Cap Fund Regular Growth	Baroda BNP Paribas Small Cap Fund - Regular (G)
1 Year	14.92%	0.67%
3 Year	20.01%	-
5 Year	17.67%	-

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	11.15	12.14
Small Cap	74.68	73.61
Mid Cap	9.02	12.91
Large Cap	5.15	1.34

Sector Allocation

Scheme Name	HDFC Small Cap Fund Regular Growth	Baroda BNP Paribas Small Cap Fund - Regular (G)
Others	10.41	2.32
Industrials	21.41	21.71
Consumer Cyclical	18.78	11.54
Consumer Defensive	3.31	2.35
Financial Services	11.86	21.96
Communication Services	1.87	1.9
Healthcare	12.32	10.84
Basic Materials	6.64	13.67
Technology	13.39	6.75
Utilities	-	3.7
Real Estate	-	3.27

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