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

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Baroda BNP Paribas Retirement Fund - Reg (G)

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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)	₹400 Cr	₹36 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹250	₹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

Scheme Name	Baroda BNP Paribas Retirement Fund - Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	0.42%	-1.92%
6 Month	5.37%	-0.26%
1 Year	3.38%	-2.94%
3 Year	-	18.23%
5 Year	-	26.67%

Scheme Name	Baroda BNP Paribas Retirement Fund - Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	2.7%	-1.72%
1 Year	13.8%	9.9%
3 Year	-	12.37%
5 Year	-	17.47%

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%	8.69%
3 Year	-	23.24%
5 Year	-	24.92%

Scheme Name	Baroda BNP Paribas Retirement Fund - Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.86%
Sharp	-	0.75%
Beta	-	0.75%
Alpha	-	1.16%

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

Scheme Name	Baroda BNP Paribas Retirement Fund - Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	30.73	4.53
Large Cap	47	-
Mid Cap	15.52	6.62
Small Cap	6.75	88.85

Scheme Name	Baroda BNP Paribas Retirement Fund - Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	27.08	4.53
Energy	3.11	-
Technology	6.89	6.18
Industrials	10.51	18.17
Consumer Cyclical	10.19	15.02
Healthcare	6.66	10.88
Basic Materials	5.65	11.74
Financial Services	22.66	23.38
Real Estate	1	2.11
Consumer Defensive	2.97	-
Communication Services	2.18	7.98
Utilities	1.12	-