Tata Multicap Fund vs Baroda BNP Paribas MULTI CAP FUND compare
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹3216 Cr | ₹3216 Cr | ₹3142 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹150 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 02 Feb 2023 | 02 Feb 2023 | 12 Sep 2003 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 3.53% | 3.53% | 80% |
| Expense Ratio | 1.89 | 1.89 | 2 |
| Manager | Rahul Singh | Rahul Singh | Sandeep Jain |
| ISIN Code | INF277KA1703 | INF277KA1703 | INF955L01674 |
| Exits Load | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Baroda BNP Paribas Multi 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 | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -3.52% | -3.52% | -4.94% |
| 6 Month | 0.57% | 0.57% | -3.45% |
| 1 Year | 9.94% | 9.94% | 3.37% |
| 3 Year | - | - | 17.65% |
| 5 Year | - | - | 18.12% |
SIP Return Analysis
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | -2.48% | -2.48% | -5.69% |
| 1 Year | 3.27% | 3.27% | -5.38% |
| 3 Year | - | - | 8.85% |
| 5 Year | - | - | 12.96% |
Rolling Lumpsum Returns
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 6.03% | 6.03% | 14.59% |
| 3 Year | - | - | 15.6% |
| 5 Year | - | - | 13.29% |
Risk Management
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | - | - | 13.43% |
| Sharp | - | - | 0.92% |
| Beta | - | - | 0.9% |
| Alpha | - | - | 0.93% |
Fund Managers
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Rahul Singh | Rahul Singh | Sandeep Jain |
| Total AUM | ₹19760 Cr | ₹19760 Cr | ₹2238 Cr |
| Funds Managed | 9 | 9 | 2 |
| Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 4.72 | 4.72 | 11.33 |
| Large Cap | 42.38 | 42.38 | 36.12 |
| Small Cap | 27.44 | 27.44 | 25.97 |
| Mid Cap | 25.46 | 25.46 | 26.58 |
Sector Allocation
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.32 | 2.32 | 3.45 |
| Energy | 3.42 | 3.42 | 4.3 |
| Technology | 11.92 | 11.92 | 10.45 |
| Consumer Cyclical | 12.38 | 12.38 | 19.75 |
| Industrials | 13.02 | 13.02 | 11.9 |
| Financial Services | 29.86 | 29.86 | 26.8 |
| Healthcare | 8.39 | 8.39 | 8.61 |
| Basic Materials | 6.83 | 6.83 | 6.97 |
| Real Estate | 2.3 | 2.3 | 1.45 |
| Consumer Defensive | 2.65 | 2.65 | 4.65 |
| Communication Services | 3.6 | 3.6 | 1.68 |
| Utilities | 3.3 | 3.3 | 0 |
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