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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) ₹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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