Tata Nifty MidSmall Healthcare Index Fund vs Baroda BNP Paribas Retirement Fund compare
Baroda BNP Paribas Retirement Fund - Reg (G)
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
Chart Comparison
Overview
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
Fund | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹381 Cr | ₹157 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 May 2024 | 22 Apr 2024 |
Category | Retirement Funds | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 100 Equal Weight TRI |
Turn Over | % | % |
Expense Ratio | 2.27 | 1.11 |
Manager | Pratish Krishnan | Kapil Menon |
ISIN Code | INF251K01TH4 | INF277KA1BD0 |
Exits Load | Data not available./365 | Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
1 Month | 1.05% | 1.1% |
6 Month | 11.97% | 18.16% |
1 Year | 0.65% | 4.23% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
6 Month | 2.71% | 5.74% |
1 Year | 8.45% | 16.84% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
1 Year | 5.96% | 19.46% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
Name | Pratish Krishnan | Kapil Menon |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 5 | 5 |
Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
Market Cap
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
Others | 31.46 | -0.01 |
Large Cap | 45.78 | - |
Mid Cap | 13.76 | 65.49 |
Small Cap | 9 | 34.52 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
Others | 28.46 | -0.01 |
Energy | 2.95 | - |
Technology | 6.33 | - |
Industrials | 8.61 | - |
Consumer Cyclical | 8.94 | - |
Healthcare | 7.1 | 100.01 |
Financial Services | 22.55 | - |
Basic Materials | 6.25 | - |
Real Estate | 1.04 | - |
Consumer Defensive | 4.59 | - |
Communication Services | 2.06 | - |
Utilities | 1.13 | - |
Top Comparisons
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.36%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns7.36%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.24%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.23%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.53%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns14.37%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.63%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.09%