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) | ₹1244 Cr | ₹632 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 | 0.1% | -1.67% |
| 6 Month | 8.35% | 9.63% |
| 1 Year | -6.08% | -9.66% |
| 3 Year | - | 17.07% |
| 5 Year | - | 26.66% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.62% | 2.22% |
| 1 Year | 9.78% | 6.56% |
| 3 Year | - | 14.91% |
| 5 Year | - | 18.24% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 0.67% | 11.6% |
| 3 Year | - | 23.69% |
| 5 Year | - | 21.7% |
Risk Management
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 18.26% |
| Sharp | - | 0.64% |
| Beta | - | 0.88% |
| Alpha | - | -2.83% |
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 | 10.71 | 4.07 |
| Mid Cap | 15.6 | 7.81 |
| Small Cap | 73.04 | 82.8 |
| Large Cap | 0.65 | 5.33 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.53 | 2.9 |
| Utilities | 4.6 | 6.18 |
| Communication Services | 1.57 | 0.72 |
| Basic Materials | 14.04 | 15.65 |
| Financial Services | 17.98 | 6.66 |
| Consumer Cyclical | 12.02 | 15.48 |
| Healthcare | 10.59 | 6.91 |
| Industrials | 25.9 | 31.79 |
| Technology | 3.69 | 7.3 |
| Consumer Defensive | 4.07 | 6.4 |
| Real Estate | 1.01 | - |
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