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) | ₹1270 Cr | ₹11792 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 | 2.2% | -2.36% |
| 6 Month | 5.55% | 1% |
| 1 Year | 1.47% | -7.51% |
| 3 Year | - | 18.12% |
| 5 Year | - | 27.03% |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.2% | -4.94% |
| 1 Year | 8.4% | -2.33% |
| 3 Year | - | 10.88% |
| 5 Year | - | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 0.67% | 22.31% |
| 3 Year | - | 28.33% |
| 5 Year | - | 30.21% |
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 | 12.14 | 18.19 |
| Mid Cap | 12.91 | 7.36 |
| Small Cap | 73.61 | 74.45 |
| Large Cap | 1.34 | - |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.32 | 12.98 |
| Utilities | 3.7 | 1.2 |
| Communication Services | 1.9 | - |
| Basic Materials | 15.53 | 18.09 |
| Financial Services | 21.96 | 5.66 |
| Healthcare | 10.84 | 5.46 |
| Industrials | 21.71 | 25.91 |
| Consumer Cyclical | 11.54 | 17.84 |
| Technology | 6.75 | 6.66 |
| Consumer Defensive | 2.35 | 1.77 |
| Real Estate | 1.4 | 4.44 |
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