Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund vs Baroda BNP Paribas Retirement Fund compare
Baroda BNP Paribas Retirement Fund - Reg (G)
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Fund | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹392 Cr | ₹127 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 May 2024 | 22 Apr 2024 |
| Category | Retirement Funds | Manufacturing |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | Nifty500 Multicap India Manufacturing 50:30:20 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.27 | 1.11 |
| Manager | Pratish Krishnan | Kapil Menon |
| ISIN Code | INF251K01TH4 | INF277KA1BJ7 |
| Exits Load | Data not available./365 | Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 1 Month | 0.96% | 1.23% |
| 6 Month | 4.97% | 6.99% |
| 1 Year | 8.77% | 10.7% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 3.02% | 4.18% |
| 1 Year | 13.04% | 19% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 4.84% | 0.09% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
Market Cap
| Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 30.73 | 1.43 |
| Large Cap | 47 | 54.85 |
| Mid Cap | 15.52 | 25.37 |
| Small Cap | 6.75 | 18.34 |
Sector Allocation
| Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 27.08 | 1.43 |
| Energy | 3.11 | 12.47 |
| Technology | 6.89 | 3.39 |
| Industrials | 10.51 | 20.51 |
| Consumer Cyclical | 10.19 | 26.09 |
| Healthcare | 6.66 | 19.97 |
| Basic Materials | 5.65 | 16.14 |
| Financial Services | 22.66 | - |
| Real Estate | 1 | - |
| Consumer Defensive | 2.97 | - |
| Communication Services | 2.18 | - |
| Utilities | 1.12 | - |
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