Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund vs Baroda BNP Paribas Retirement Fund compare
Baroda BNP Paribas Retirement Fund - Reg (G)
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Chart Comparison
Overview
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
---|---|---|
Fund | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹376 Cr | ₹76 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 | Nifty500 Multicap Infrastructure 50:30:20 TRI |
Turn Over | % | % |
Expense Ratio | 2.27 | 1.1 |
Manager | Pratish Krishnan | Kapil Menon |
ISIN Code | INF251K01TH4 | INF277KA1BP4 |
Exits Load | Data not available./365 | Tata Nifty500 Multicap Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G) |
---|---|---|
1 Month | 1.34% | 1.01% |
6 Month | 10.71% | 11.18% |
1 Year | 2.13% | -2.81% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
---|---|---|
6 Month | 2.31% | 1% |
1 Year | 10.62% | 10.72% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
---|---|---|
1 Year | 4.84% | -2.17% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Tata Nifty500 Multicap Infrastructure 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 Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G) |
Market Cap
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
---|---|---|
Others | 31.2 | 0.07 |
Large Cap | 47.25 | 52.02 |
Mid Cap | 14.92 | 29.02 |
Small Cap | 6.63 | 18.89 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
---|---|---|
Others | 24.43 | 0.07 |
Energy | 2.92 | 17.83 |
Technology | 7.08 | 1.56 |
Industrials | 9.97 | 29.95 |
Consumer Cyclical | 10.87 | 7.86 |
Healthcare | 6.97 | 7.38 |
Financial Services | 21.47 | - |
Basic Materials | 5.54 | 5.81 |
Real Estate | 1.06 | 4.84 |
Utilities | 3.99 | 11.36 |
Consumer Defensive | 3.65 | - |
Communication Services | 2.06 | 13.34 |
Top Comparisons
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns24.42%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns17.05%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.44%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.15%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns18.3%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%