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) | ₹1286 Cr | ₹11576 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 | -3.41% | -4.25% |
6 Month | 12.91% | 13.41% |
1 Year | -5.9% | -2.75% |
3 Year | - | 22.71% |
5 Year | - | 30.32% |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 2.39% | 3.14% |
1 Year | -1.79% | -1.48% |
3 Year | - | 16.31% |
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 | - | 15.98% |
Sharp | - | 1.09% |
Beta | - | 0.77% |
Alpha | - | 2.78% |
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 | 7.87 | 12.11 |
Mid Cap | 16.64 | 6.26 |
Small Cap | 75.49 | 81.63 |
Large Cap | 0 | - |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 4.7 | 9.62 |
Utilities | 5.38 | 0.92 |
Communication Services | 1.52 | - |
Industrials | 27 | 25.55 |
Financial Services | 14.92 | 4.82 |
Basic Materials | 12.75 | 19.78 |
Consumer Cyclical | 10.99 | 18.21 |
Healthcare | 11.69 | 9.72 |
Real Estate | 1.15 | 4.11 |
Technology | 3 | 4.63 |
Consumer Defensive | 6.9 | 2.62 |
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