Baroda BNP Paribas Small Cap Fund vs Tata Small Cap Fund compare
Baroda BNP Paribas Small Cap Fund - Regular (G)
Tata Small Cap Fund Regular Growth
Chart Comparison
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 | Average |
| Asset Size (Cr) | ₹1236 Cr | ₹11410 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Oct 2023 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| 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 | -4.41% | -5.28% |
| 6 Month | -3.54% | -8.58% |
| 1 Year | -9.49% | -16.17% |
| 3 Year | - | 14.46% |
| 5 Year | - | 23.52% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.66% | -7.64% |
| 1 Year | 3.56% | -7.56% |
| 3 Year | - | 7.43% |
| 5 Year | - | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 0.67% | 21.92% |
| 3 Year | - | 28.24% |
| 5 Year | - | 29.97% |
Risk Management
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 16.32% |
| Sharp | - | 0.59% |
| Beta | - | 0.77% |
| Alpha | - | -1.52% |
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 | 19.08 | 14.24 |
| Mid Cap | 12.76 | 7.53 |
| Small Cap | 66.76 | 78.23 |
| Large Cap | 1.4 | - |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.74 | 9.49 |
| Utilities | 1.94 | 1.24 |
| Communication Services | 1.68 | - |
| Basic Materials | 10.1 | 17.36 |
| Financial Services | 24.96 | 6.02 |
| Real Estate | 0.87 | 4.12 |
| Healthcare | 12.14 | 5.62 |
| Industrials | 19.37 | 29.57 |
| Consumer Cyclical | 11.36 | 18.1 |
| Consumer Defensive | 4.78 | 1.96 |
| Technology | 7.06 | 6.53 |
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