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) | ₹1219 Cr | ₹619 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | -2.6% | -6.98% |
| 6 Month | -3.07% | -10.72% |
| 1 Year | 6.66% | -6.09% |
| 3 Year | - | 16.02% |
| 5 Year | - | 20.43% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -5.54% | -11.52% |
| 1 Year | -6.28% | -19.01% |
| 3 Year | - | 2.03% |
| 5 Year | - | 10.31% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | -1.75% | 9.77% |
| 3 Year | - | 23.33% |
| 5 Year | - | 22.5% |
Risk Management
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 13.95% |
| Sharp | - | 0.66% |
| Beta | - | 0.86% |
| Alpha | - | -1.56% |
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 | 18.3 | 11.67 |
| Small Cap | 70.55 | 79.14 |
| Mid Cap | 11.16 | 5.63 |
| Large Cap | 0 | 3.56 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 5.59 | 2.69 |
| Utilities | 0.74 | 4.78 |
| Consumer Cyclical | 12.65 | 13.83 |
| Communication Services | 2.21 | 1.15 |
| Financial Services | 25.46 | 7.68 |
| Basic Materials | 9.85 | 14.45 |
| Technology | 5.4 | 4.87 |
| Real Estate | 0 | 0.78 |
| Healthcare | 15.5 | 7.57 |
| Industrials | 16.31 | 33.8 |
| Consumer Defensive | 6.28 | 8.41 |
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