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 | Very High |
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 | 2.81% | 4.65% |
6 Month | -3.08% | -12.41% |
1 Year | - | 1.87% |
3 Year | - | 16.45% |
5 Year | - | 35.75% |
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 | 0.06% | -4.01% |
1 Year | - | -13.93% |
3 Year | - | 13.44% |
5 Year | - | 22.96% |
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 | - | 17.089% |
Sharp | - | 0.604% |
Beta | - | 0.806% |
Alpha | - | 0.237% |
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) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
---|---|---|
Name | Pratish Krishnan | Dwijendra Srivastava |
Total AUM | ₹0 Cr | ₹14140 Cr |
Funds Managed | 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 | 26.03 | 3.78 |
Large Cap | 46.62 | - |
Mid Cap | 18.28 | 6.81 |
Small Cap | 9.06 | 89.41 |
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 | 26.03 | 3.78 |
Energy | 2.85 | - |
Technology | 9.49 | 7.53 |
Consumer Defensive | 7.11 | - |
Industrials | 9.89 | 21.35 |
Healthcare | 5.28 | 9.26 |
Financial Services | 21.18 | 21.82 |
Basic Materials | 6.4 | 12.61 |
Consumer Cyclical | 6.85 | 14.43 |
Communication Services | 2.92 | 6.75 |
Utilities | 2 | - |
Real Estate | - | 2.46 |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns6.59%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.73%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.4%
Nippon India Strategic Debt Fund - Growth Option
3Y Returns6.91%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.33%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.57%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns11.56%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.09%