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) | ₹1270 Cr | ₹647 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 | -3.53% | -5.36% |
| 6 Month | -1.86% | -2.73% |
| 1 Year | -8.25% | -15.3% |
| 3 Year | - | 14.64% |
| 5 Year | - | 23.41% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.98% | -4.16% |
| 1 Year | 3.54% | -3.32% |
| 3 Year | - | 9.51% |
| 5 Year | - | 14.63% |
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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