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) | ₹3214 Cr | ₹3214 Cr | ₹3108 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 | -0.19% | -0.19% | -1.21% |
| 6 Month | 4.77% | 4.77% | 2.62% |
| 1 Year | -0.7% | -0.7% | -5.03% |
| 3 Year | - | - | 17.72% |
| 5 Year | - | - | 19.95% |
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 | 3.15% | 3.15% | 1.54% |
| 1 Year | 15.64% | 15.64% | 9.56% |
| 3 Year | - | - | 14.66% |
| 5 Year | - | - | 16.16% |
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 | 19.44% | 19.44% | 14.84% |
| 3 Year | - | - | 15.52% |
| 5 Year | - | - | 13.26% |
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 | - | - | 0.9% |
| Beta | - | - | 0.9% |
| Alpha | - | - | 1.31% |
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 | 5.99 | 5.99 | 12.04 |
| Large Cap | 41.52 | 41.52 | 38.34 |
| Small Cap | 27.5 | 27.5 | 25.69 |
| Mid Cap | 24.98 | 24.98 | 23.93 |
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 | 2.98 | 2.98 | 3.85 |
| Energy | 3.24 | 3.24 | 3.2 |
| Technology | 11.08 | 11.08 | 10.03 |
| Consumer Cyclical | 10.93 | 10.93 | 19.39 |
| Industrials | 15.56 | 15.56 | 10.76 |
| Financial Services | 27.78 | 27.78 | 26.93 |
| Basic Materials | 7.59 | 7.59 | 7.38 |
| Real Estate | 3.65 | 3.65 | 2.74 |
| Healthcare | 7.88 | 7.88 | 7.92 |
| Consumer Defensive | 2 | 2 | 4.79 |
| Communication Services | 4 | 4 | 1.75 |
| Utilities | 3.32 | 3.32 | 1.26 |
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