Baroda BNP Paribas Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Baroda BNP Paribas Small Cap Fund - Regular (G)
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Fund | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1286 Cr | ₹618 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 27 Oct 2023 | 21 Jun 2017 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | % |
Expense Ratio | 2.19 | 2.42 |
Manager | Miten Vora | Yogesh Patil |
ISIN Code | INF251K01SO2 | INF397L01JW3 |
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 | LIC MF 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) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
1 Month | -4.82% | -6.61% |
6 Month | 11.18% | 7.09% |
1 Year | -5.77% | -8.07% |
3 Year | - | 17.11% |
5 Year | - | 28.2% |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
6 Month | 2.39% | 0.4% |
1 Year | -1.79% | -9.06% |
3 Year | - | 13.45% |
5 Year | - | 18.54% |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
1 Year | 2.35% | 12.25% |
3 Year | - | 23.93% |
5 Year | - | 21.05% |
Risk Management
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | - | 18.55% |
Sharp | - | 0.78% |
Beta | - | 0.91% |
Alpha | - | -2.82% |
Fund Managers
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Name | Miten Vora | Yogesh Patil |
Total AUM | ₹6478 Cr | ₹5898 Cr |
Funds Managed | 6 | 7 |
Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
Market Cap
Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Others | 7.87 | 8.77 |
Mid Cap | 16.64 | 9.57 |
Small Cap | 75.49 | 77.84 |
Large Cap | 0 | 3.82 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Others | 4.7 | 8.77 |
Utilities | 5.38 | 6.52 |
Communication Services | 1.52 | 1.54 |
Industrials | 27 | 31.47 |
Financial Services | 14.92 | 6.74 |
Basic Materials | 12.75 | 11.99 |
Consumer Cyclical | 10.99 | 14.94 |
Healthcare | 11.69 | 4.1 |
Real Estate | 1.15 | 0.07 |
Technology | 3 | 6.07 |
Consumer Defensive | 6.9 | 7.79 |
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