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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Baroda BNP Paribas Retirement Fund compare

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tortoise-icon Baroda BNP Paribas Retirement Fund - Reg (G)

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tortoise-icon Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - 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 Retirement Fund - Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund Baroda BNP Paribas Retirement Fund - Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹381 Cr ₹37 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 31 May 2024 03 Oct 2017
Category Retirement Funds ELSS
Fund Type Open Ended Close Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index NIFTY SMALLCAP 100 TRI
Turn Over % 11%
Expense Ratio 2.27 1.42
Manager Pratish Krishnan Dwijendra Srivastava
ISIN Code INF251K01TH4 INF903JA1AX5
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month 1.68% 2.47%
6 Month 11.88% 23.07%
1 Year 0.83% -0.92%
3 Year - 18%
5 Year - 32.78%

SIP Return Analysis

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month 2.71% 5.87%
1 Year 8.45% 14.86%
3 Year - 17.27%
5 Year - 21.9%

Rolling Lumpsum Returns

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year 5.96% 10.71%
3 Year - 24.04%
5 Year - 23.32%

Risk Management

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation - 15.72%
Sharp - 0.72%
Beta - 0.76%
Alpha - -0.54%

Fund Managers

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name Pratish Krishnan Dwijendra Srivastava
Total AUM ₹0 Cr ₹14140 Cr
Funds Managed 5 14
Baroda BNP Paribas Retirement Fund - Reg (G) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Market Cap

Scheme Name

Baroda BNP Paribas Retirement Fund - Reg (G)

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Others 31.46 5.18
Large Cap 45.78 -
Mid Cap 13.76 7.28
Small Cap 9 87.54

Sector Allocation

Scheme Name

Baroda BNP Paribas Retirement Fund - Reg (G)

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Others 28.46 5.18
Energy 2.95 -
Technology 6.33 5.35
Industrials 8.61 19.08
Consumer Cyclical 8.94 15.39
Healthcare 7.1 10.23
Financial Services 22.55 23.21
Basic Materials 6.25 11.9
Real Estate 1.04 2.04
Consumer Defensive 4.59 -
Communication Services 2.06 7.61
Utilities 1.13 -

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