Baroda BNP Paribas Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Baroda BNP Paribas Small Cap Fund - Regular (G)
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹1249 Cr | ₹3282 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 | 4.54% | 4.83% |
6 Month | 18.54% | 24.17% |
1 Year | -6.47% | -2.57% |
3 Year | - | 20.3% |
5 Year | - | 26.99% |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 4.23% | 5.06% |
1 Year | 8.27% | 13.21% |
3 Year | - | 18.18% |
5 Year | - | 20.16% |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 2.35% | 15.05% |
3 Year | - | 18.08% |
5 Year | - | 15.62% |
Risk Management
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 14.09% |
Sharp | - | 0.84% |
Beta | - | 0.77% |
Alpha | - | 0.54% |
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 | 7.87 | 7.93 |
Mid Cap | 16.64 | 0.97 |
Small Cap | 75.49 | 85.57 |
Large Cap | 0 | 5.53 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.7 | 5.89 |
Utilities | 5.38 | 1.15 |
Communication Services | 1.52 | 5.23 |
Industrials | 27 | 19.06 |
Financial Services | 14.92 | 19.02 |
Basic Materials | 12.75 | 8.13 |
Consumer Cyclical | 10.99 | 20.38 |
Healthcare | 11.69 | 11.84 |
Real Estate | 1.15 | 2.66 |
Technology | 3 | 3.41 |
Consumer Defensive | 6.9 | 3.24 |
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