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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) ₹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 Short Duration
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 1.81% 1.06%
6 Month 6.7% 13.57%
1 Year 5.09% 0.66%
3 Year - 18.9%
5 Year - 31.44%

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 2.86% 0.77%
1 Year 12.33% 13.73%
3 Year - 14.78%
5 Year - 19.28%

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 - 15.78%
Sharp - 0.80%
Beta - 0.75%
Alpha - 0.27%

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 27.17 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
Consumer Defensive 3.24 -
Communication Services 2.07 7.99
Utilities 1.18 -

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