Baroda BNP Paribas Small Cap Fund vs HSBC Small Cap Fund compare
Baroda BNP Paribas Small Cap Fund - Regular (G)
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Baroda BNP Paribas Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1219 Cr | ₹15969 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Oct 2023 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 15% |
| Expense Ratio | 2.19 | 1.67 |
| Manager | Miten Vora | Venugopal Manghat |
| ISIN Code | INF251K01SO2 | INF917K01QC7 |
| Exits Load | 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -3.02% | -7.13% |
| 6 Month | -7.3% | -13.96% |
| 1 Year | 0.07% | -7.94% |
| 3 Year | - | 15.76% |
| 5 Year | - | 21.9% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.55% | -5.66% |
| 1 Year | 3.17% | -5.45% |
| 3 Year | - | 5.38% |
| 5 Year | - | 13.4% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | -1.75% | 15.08% |
| 3 Year | - | 22.21% |
| 5 Year | - | 17.17% |
Risk Management
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.69% |
| Sharp | - | 0.71% |
| Beta | - | 0.89% |
| Alpha | - | -1.18% |
Fund Managers
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Miten Vora | Venugopal Manghat |
| Total AUM | ₹6478 Cr | ₹41442 Cr |
| Funds Managed | 6 | 7 |
| Baroda BNP Paribas Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 18.3 | 8.13 |
| Small Cap | 70.55 | 71.77 |
| Mid Cap | 11.16 | 18.01 |
| Large Cap | 0 | 2.09 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.59 | 1.11 |
| Utilities | 0.74 | - |
| Consumer Cyclical | 12.65 | 17.27 |
| Communication Services | 2.21 | - |
| Financial Services | 25.46 | 22.65 |
| Basic Materials | 9.85 | 7.84 |
| Technology | 5.4 | 9.63 |
| Real Estate | 0 | 3.01 |
| Healthcare | 15.5 | 10 |
| Industrials | 16.31 | 23.28 |
| Consumer Defensive | 6.28 | 4.39 |
| Energy | - | 0.82 |
Top Comparisons
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.33%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.85%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns18.26%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns23.06%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.22%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.26%
ITI Mid Cap Fund Regular - Growth
3Y Returns23.16%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.31%