Baroda BNP Paribas Retirement Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
Baroda BNP Paribas Retirement Fund - Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Fund | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹351 Cr | ₹36 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 May 2024 | 03 Oct 2017 |
Category | Retirement Funds | ELSS |
Fund Type | Open Ended | Close Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY SMALLCAP 100 TRI |
Turn Over | % | 11% |
Expense Ratio | 2.27 | 1.42 |
Manager | Pratish Krishnan | Dwijendra Srivastava |
ISIN Code | INF251K01TH4 | INF903JA1AX5 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Month | -3.1% | -7.06% |
6 Month | -5.72% | -12.74% |
1 Year | - | -1.18% |
3 Year | - | 18.39% |
5 Year | - | 25% |
SIP Return Analysis
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | - | -14.05% |
3 Year | - | 14.44% |
5 Year | - | 25.19% |
Rolling Lumpsum Returns
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
1 Year | - | 15.19% |
3 Year | - | 24.65% |
5 Year | - | 21.83% |
Risk Management
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.979% |
Sharp | - | 0.755% |
Beta | - | 0.792% |
Alpha | - | 0.735% |
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Fund Managers
Scheme Name | Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Pratish Krishnan | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Fund Manage | 5 | 14 |
Baroda BNP Paribas Retirement Fund - Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 47.28 | 4.03 |
Large Cap | 47.28 | - |
Mid Cap | 13.47 | 5.76 |
Small Cap | 7.58 | 90.27 |
Sector Allocation
Scheme Name |
Baroda BNP Paribas Retirement Fund - Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Others | 47.28 | 4.03 |
Petroleum Products | 4.01 | - |
IT - Software | 6.7 | 5.62 |
Personal Products | 2.14 | - |
Construction | 1.51 | 2.34 |
Healthcare Services | 1.14 | 3.9 |
Banks | 16.1 | 8.82 |
Diversified FMCG | 1.76 | - |
Non - Ferrous Metals | 1.18 | - |
Pharmaceuticals & Biotechnology | 2.74 | 4.17 |
Aerospace & Defense | 0.65 | - |
Electrical Equipment | 1.72 | - |
Automobiles | 2.88 | - |
Capital Markets | 3.82 | 11.27 |
Finance | 2.51 | 5.86 |
IT - Services | 0.47 | 5.58 |
Consumer Durables | 1.36 | 12.17 |
Insurance | 0.83 | - |
Agricultural, Commercial & Construction Vehicles | 1.93 | - |
Leisure Services | 0.71 | 6 |
Telecom - Services | 3.31 | - |
Financial Technology (Fintech) | 1.12 | - |
Chemicals & Petrochemicals | 1.06 | 2.76 |
Food Products | 1.17 | - |
Retailing | 1.72 | - |
Power | 2.39 | - |
Transport Infrastructure | 1.1 | - |
Industrial Products | 1.1 | 16.82 |
Industrial Manufacturing | 1.2 | - |
Entertainment | - | 2.9 |
Auto Components | - | 0.55 |
Commercial Services & Supplies | - | 2.66 |
Realty | - | 2.2 |
Cement & Cement Products | - | 2.41 |
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