Baroda BNP Paribas Small Cap Fund vs LIC MF Small Cap Fund Regular compare

Baroda BNP Paribas Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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Baroda BNP Paribas Small Cap Fund - Regular (G)

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LIC MF Small Cap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1236 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	-2.81%	-4.46%
6 Month	-2.26%	-4.2%
1 Year	-8.59%	-15.8%
3 Year	-	14.91%
5 Year	-	23%

SIP Return Analysis

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
6 Month	-2.66%	-4.84%
1 Year	3.56%	-3.59%
3 Year	-	9.48%
5 Year	-	14.53%

Rolling Lumpsum Returns

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
1 Year	0.67%	10.25%
3 Year	-	23.45%
5 Year	-	22.65%

Risk Management

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
Standard Deviation	-	18.47%
Sharp	-	0.56%
Beta	-	0.88%
Alpha	-	-2.38%

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	12.14	6.13
Mid Cap	12.91	6.02
Small Cap	73.61	83.09
Large Cap	1.34	4.76

Sector Allocation

Scheme Name	Baroda BNP Paribas Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
Others	2.32	2.32
Utilities	3.7	5.39
Communication Services	1.9	1.06
Basic Materials	13.67	14.5
Financial Services	21.96	7.47
Real Estate	3.27	0.53
Healthcare	10.84	7.67
Industrials	21.71	31.13
Consumer Cyclical	11.54	14.95
Technology	6.75	6.47
Consumer Defensive	2.35	8.52

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