Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Baroda BNP Paribas Retirement Fund compare
Baroda BNP Paribas Retirement Fund - Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
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) | ₹376 Cr | ₹36 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 | 3.05% | 3% |
| 6 Month | 6.98% | 14.95% |
| 1 Year | 5.57% | 1.78% |
| 3 Year | - | 19.53% |
| 5 Year | - | 32.17% |
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 | 2.68% | 2.41% |
| 1 Year | 11.67% | 16.09% |
| 3 Year | - | 16.48% |
| 5 Year | - | 20.84% |
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 | 4.84% | 9.86% |
| 3 Year | - | 23.72% |
| 5 Year | - | 24.09% |
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 | - | 15.70% |
| Sharp | - | 0.74% |
| Beta | - | 0.76% |
| Alpha | - | -0.86% |
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 | 31.02 | 4.74 |
| Large Cap | 46.9 | - |
| Mid Cap | 15.22 | 7.18 |
| Small Cap | 6.86 | 88.08 |
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 | 24.26 | 4.74 |
| Energy | 2.97 | - |
| Technology | 6.53 | 6.2 |
| Industrials | 10.36 | 19.24 |
| Consumer Cyclical | 10.58 | 15.36 |
| Healthcare | 6.86 | 10.73 |
| Basic Materials | 5.57 | 11.23 |
| Financial Services | 22.37 | 22.63 |
| Real Estate | 1.11 | 1.88 |
| Utilities | 4.08 | - |
| Consumer Defensive | 3.24 | - |
| Communication Services | 2.07 | 7.99 |
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