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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 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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