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) | ₹3124 Cr | ₹3124 Cr | ₹2953 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹150 | ₹150 | ₹500 |
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 | 2.32% | 2.32% | 3.39% |
6 Month | 16.22% | 16.22% | 14.07% |
1 Year | -6.79% | -6.79% | -1.82% |
3 Year | - | - | 18.5% |
5 Year | - | - | 23.99% |
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 | 3.97% | 3.97% | 4.23% |
1 Year | 8.54% | 8.54% | 8.35% |
3 Year | - | - | 17.7% |
5 Year | - | - | 18.23% |
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 | 24.62% | 24.62% | 15.39% |
3 Year | - | - | 15.22% |
5 Year | - | - | 13.13% |
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 | - | - | 0.89% |
Beta | - | - | 0.89% |
Alpha | - | - | 1.86% |
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 | 3.91 | 3.91 | 8.89 |
Large Cap | 44.67 | 44.67 | 36.41 |
Small Cap | 26.98 | 26.98 | 29.96 |
Mid Cap | 24.44 | 24.44 | 24.74 |
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 | 1.77 | 1.77 | 3.91 |
Energy | 4.56 | 4.56 | 3.01 |
Technology | 10.43 | 10.43 | 8.98 |
Consumer Cyclical | 12.84 | 12.84 | 15.29 |
Industrials | 12.23 | 12.23 | 14.46 |
Financial Services | 30.26 | 30.26 | 25.23 |
Healthcare | 8.5 | 8.5 | 11.05 |
Basic Materials | 7.45 | 7.45 | 8.65 |
Communication Services | 4.38 | 4.38 | 1.72 |
Consumer Defensive | 2.44 | 2.44 | 5.53 |
Real Estate | 1.91 | 1.91 | 0.89 |
Utilities | 3.23 | 3.23 | 1.29 |
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