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Baroda BNP Paribas Small Cap Fund vs Tata Small Cap Fund compare

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

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tortoise-icon Tata Small Cap Fund Regular 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) Tata Small Cap Fund Regular Growth
Fund Baroda BNP Paribas Small Cap Fund - Regular (G) Tata Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1244 Cr ₹11637 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Oct 2023 12 Nov 2018
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over % 4.59%
Expense Ratio 2.19 1.7
Manager Miten Vora Chandraprakash Padiyar
ISIN Code INF251K01SO2 INF277K015O2
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 Tata Small Cap Fund - Regular Plan - 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) Tata Small Cap Fund Regular Growth
1 Month 1.79% -0.83%
6 Month 9.69% 9.4%
1 Year -3.85% -9.47%
3 Year - 19.58%
5 Year - 29.12%

SIP Return Analysis

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) Tata Small Cap Fund Regular Growth
6 Month -0.37% -0.46%
1 Year 6.07% 5.74%
3 Year - 14.15%
5 Year - 19.11%

Rolling Lumpsum Returns

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) Tata Small Cap Fund Regular Growth
1 Year 0.67% 23.4%
3 Year - 28.5%
5 Year - 30.65%

Risk Management

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) Tata Small Cap Fund Regular Growth
Standard Deviation - 16.07%
Sharp - 0.80%
Beta - 0.76%
Alpha - 0.09%

Fund Managers

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) Tata Small Cap Fund Regular Growth
Name Miten Vora Chandraprakash Padiyar
Total AUM ₹6478 Cr ₹15627 Cr
Funds Managed 6 3
Baroda BNP Paribas Small Cap Fund - Regular (G) Tata Small Cap Fund Regular Growth

Market Cap

Scheme Name

Baroda BNP Paribas Small Cap Fund - Regular (G)

Tata Small Cap Fund Regular Growth

Others 10.71 17.27
Mid Cap 15.6 6.51
Small Cap 73.04 76.22
Large Cap 0.65 -

Sector Allocation

Scheme Name

Baroda BNP Paribas Small Cap Fund - Regular (G)

Tata Small Cap Fund Regular Growth

Others 4.53 11.94
Utilities 4.6 1.19
Communication Services 1.57 -
Basic Materials 14.04 19.12
Financial Services 17.98 4.77
Consumer Cyclical 12.02 17.32
Healthcare 10.59 7.47
Industrials 25.9 24.95
Technology 3.69 6.74
Consumer Defensive 4.07 1.79
Real Estate 1.01 4.7

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