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) | ₹36828 Cr | ₹1244 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 | 2.54% | 2.22% |
| 6 Month | 16.2% | 9.13% |
| 1 Year | 7.87% | -0.7% |
| 3 Year | 23.16% | - |
| 5 Year | 30.28% | - |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.77% | 0.25% |
| 1 Year | 15.41% | 6.86% |
| 3 Year | 17.53% | - |
| 5 Year | 21.22% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.38% | 0.67% |
| 3 Year | 19.84% | - |
| 5 Year | 17.49% | - |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.30% | - |
| Sharp | 0.98% | - |
| Beta | 0.77% | - |
| Alpha | 2.46% | - |
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 | 10.74 | 10.71 |
| Small Cap | 75.89 | 73.04 |
| Mid Cap | 8.72 | 15.6 |
| Large Cap | 4.65 | 0.65 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 10.19 | 4.53 |
| Industrials | 22.54 | 25.9 |
| Consumer Cyclical | 19.02 | 12.02 |
| Consumer Defensive | 2.9 | 4.07 |
| Financial Services | 11.35 | 17.98 |
| Communication Services | 1.79 | 1.57 |
| Healthcare | 12.29 | 10.59 |
| Basic Materials | 7.07 | 14.04 |
| Utilities | 0 | 4.6 |
| Technology | 12.85 | 3.69 |
| Real Estate | - | 1.01 |
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