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Baroda BNP Paribas Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon Baroda BNP Paribas Small Cap Fund - Regular (G)

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tortoise-icon Sundaram Small Cap Fund Regular Plan - 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) Sundaram Small Cap Fund Regular Plan - Growth
Fund Baroda BNP Paribas Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1236 Cr ₹3450 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 27 Oct 2023 15 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over % 22%
Expense Ratio 2.19 1.97
Manager Miten Vora Rohit Seksaria
ISIN Code INF251K01SO2 INF903J01470
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 Sundaram 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) Sundaram Small Cap Fund Regular Plan - Growth
1 Month -2.81% -2.71%
6 Month -2.26% 0.36%
1 Year -8.59% -3.78%
3 Year - 19.45%
5 Year - 22.95%

SIP Return Analysis

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
6 Month -2.66% -0.73%
1 Year 3.56% 10.98%
3 Year - 13.87%
5 Year - 16.95%

Rolling Lumpsum Returns

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
1 Year 0.67% 14.39%
3 Year - 18.55%
5 Year - 15.79%

Risk Management

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation - 15.79%
Sharp - 0.83%
Beta - 0.77%
Alpha - 1.89%

Fund Managers

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
Name Miten Vora Rohit Seksaria
Total AUM ₹6478 Cr ₹0 Cr
Funds Managed 6 15
Baroda BNP Paribas Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Baroda BNP Paribas Small Cap Fund - Regular (G)

Sundaram Small Cap Fund Regular Plan - Growth

Others 12.14 9.85
Mid Cap 12.91 2.26
Small Cap 73.61 81.65
Large Cap 1.34 6.23

Sector Allocation

Scheme Name

Baroda BNP Paribas Small Cap Fund - Regular (G)

Sundaram Small Cap Fund Regular Plan - Growth

Others 2.32 7.44
Utilities 3.7 1.09
Communication Services 1.9 5.41
Basic Materials 13.67 8.49
Financial Services 21.96 18.65
Real Estate 3.27 2.58
Healthcare 10.84 11.99
Industrials 21.71 18.24
Consumer Cyclical 11.54 19.13
Technology 6.75 4.38
Consumer Defensive 2.35 2.59

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