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) | ₹390 Cr | ₹148 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 | -1.42% | 4.45% |
6 Month | 5.35% | 12.23% |
1 Year | 2.91% | 15.93% |
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 | 4.62% | 11.46% |
1 Year | 7.11% | 20.81% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 28.97 | -0.29 |
Large Cap | 46.86 | - |
Mid Cap | 14.35 | 66 |
Small Cap | 9.83 | 34.28 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
---|---|---|
Others | 27.34 | -0.29 |
Energy | 3.5 | - |
Technology | 6.31 | - |
Consumer Defensive | 5.64 | - |
Industrials | 9.65 | - |
Consumer Cyclical | 7.56 | - |
Healthcare | 6.48 | 100.29 |
Financial Services | 23.37 | - |
Basic Materials | 6.19 | - |
Communication Services | 2.84 | - |
Utilities | 1.12 | - |
Top Comparisons
LIC MF Small Cap Fund Regular - Growth
3Y Returns20.92%
Quant Small Cap Fund Regular Growth
3Y Returns27.22%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.81%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.5%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns16.14%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns16.14%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns26.48%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns19.58%