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 | Very High |
Asset Size (Cr) | ₹1249 Cr | ₹11416 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 | 5.1% | 3.65% |
6 Month | 18.53% | 17.9% |
1 Year | -6.28% | -7.03% |
3 Year | - | 20.78% |
5 Year | - | 29.05% |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.23% | 3.41% |
1 Year | 8.27% | 5.72% |
3 Year | - | 17.07% |
5 Year | - | 21.35% |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 2.35% | 25.17% |
3 Year | - | 28.72% |
5 Year | - | 31.28% |
Risk Management
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | - | 16.01% |
Sharp | - | 0.86% |
Beta | - | 0.77% |
Alpha | - | 1.63% |
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 | 13.37 | 15.25 |
Mid Cap | 16.81 | 6.61 |
Small Cap | 69.82 | 78.14 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 8 | 12.45 |
Utilities | 4.57 | 1.05 |
Communication Services | 1.53 | - |
Financial Services | 14.73 | 4.73 |
Basic Materials | 13.9 | 19.39 |
Consumer Cyclical | 11.33 | 18.03 |
Healthcare | 10.5 | 8.98 |
Real Estate | 1.03 | 4.17 |
Industrials | 24.32 | 24.88 |
Technology | 3.26 | 4.08 |
Consumer Defensive | 6.82 | 2.24 |
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