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) | ₹36294 Cr | ₹1249 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 | 3.99% | 4.54% |
6 Month | 26.96% | 18.54% |
1 Year | 0.3% | -6.47% |
3 Year | 23.16% | - |
5 Year | 29.66% | - |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
6 Month | 7.65% | 4.23% |
1 Year | 18.5% | 8.27% |
3 Year | 19.59% | - |
5 Year | 22.66% | - |
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 | 15.29% | - |
Sharp | 0.99% | - |
Beta | 0.76% | - |
Alpha | 3.13% | - |
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 | 10.9 | 13.37 |
Small Cap | 77.14 | 69.82 |
Mid Cap | 8.29 | 16.81 |
Large Cap | 3.66 | - |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
---|---|---|
Others | 10.36 | 8 |
Industrials | 22.28 | 24.32 |
Consumer Cyclical | 18.62 | 11.33 |
Consumer Defensive | 2.29 | 6.82 |
Financial Services | 10.72 | 14.73 |
Communication Services | 1.87 | 1.53 |
Healthcare | 12.52 | 10.5 |
Basic Materials | 7.57 | 13.9 |
Utilities | 0.31 | 4.57 |
Technology | 13.47 | 3.26 |
Real Estate | - | 1.03 |
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