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 | -0.94% | -1.77% |
| 6 Month | 6.55% | 6.07% |
| 1 Year | -4.05% | -4.74% |
| 3 Year | - | 17.94% |
| 5 Year | - | 27.54% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.1% | 0.14% |
| 1 Year | 4.33% | 2.55% |
| 3 Year | - | 14.35% |
| 5 Year | - | 18.29% |
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 | - | 0.62% |
| Beta | - | 0.90% |
| Alpha | - | -3.40% |
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 | - |
Top Comparisons
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.37%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.47%
Kotak Debt Hybrid - Growth
3Y Returns10.57%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.62%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns8.49%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.57%
Franklin Templeton European Opportunities Fund - Growth
3Y Returns%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns32.52%