Baroda BNP Paribas Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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tortoise-icon Baroda BNP Paribas Small Cap Fund - Regular (G)

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tortoise-icon IDBI Small Cap Fund Growth Regular

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tortoise-icon LIC MF Small Cap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Fund Baroda BNP Paribas Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1368 Cr ₹279 Cr ₹279 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 27 Oct 2023 15 Jun 2017 15 Jun 2017
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open Ended Open-ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over % 12% %
Expense Ratio 2.07 2.5 2.5
Manager Miten Vora Yogesh Patil Yogesh Patil
ISIN Code INF251K01SO2 INF397L01JW3 INF397L01JW3
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month 0.85% -3.16% -3.16%
6 Month 20.2% 20.98% 20.98%
1 Year - 51.96% 51.96%
3 Year - 25.48% 25.48%
5 Year - 28.97% 28.97%

SIP Return Analysis

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month 12.74% - -
1 Year 17.93% 22.75% 22.75%
3 Year 17.93% 51.91% 51.91%
5 Year 17.93% 117.91% 117.91%

Rolling Lumpsum Returns

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year 35.41% 12.64% 12.64%
3 Year - 24.96% 24.96%
5 Year - 15.85% 15.85%

Risk Management

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Standard Deviation - 13.95% 13.95%
Sharp - 1.28% 1.28%
Beta - 0.75% 0.75%
Alpha - 5.14% 5.14%

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Fund Managers

Scheme Name Baroda BNP Paribas Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Name Miten Vora Yogesh Patil Yogesh Patil
Total AUM ₹6478 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 6 7 7
Baroda BNP Paribas Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

Baroda BNP Paribas Small Cap Fund - Regular (G)

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 3.54 7.86 8.48
Mid Cap 22.05 5.54 3.03
Small Cap 69.97 86.61 88.52
Large Cap 4.17 - -

Sector Allocation

Scheme Name

Baroda BNP Paribas Small Cap Fund - Regular (G)

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 2.77 3.89 3.8
Power 3.89 - -
Gas 3.27 - -
IT Enabled Services 1.18 - -
IT - Services 2.68 - -
Transport Services 1.17 - -
Pharmaceuticals & Biotechnology 5.57 - -
Banks 7.26 - -
Finance 7.91 - -
Paper, Forest & Jute Products 1.58 - -
Aerospace & Defense 1.26 - -
Electrical Equipment 7.21 - -
Healthcare Services 0.77 - -
Agricultural Food & other Products 1.17 - -
Capital Markets 10.89 - -
Non - Ferrous Metals 1.28 - -
Industrial Products 5.95 - -
Construction 2.07 5.49 5.28
Agricultural, Commercial & Construction Vehicles 2.73 - -
Leisure Services 1.87 - -
Auto Components 6.72 - -
Cement & Cement Products 3.99 - -
Chemicals & Petrochemicals 2.23 - -
Consumer Durables 3.46 - -
Food Products 1.27 - -
Petroleum Products 1.25 - -
Household Products 1.18 - -
Commercial Services & Supplies 2.81 - -
Realty 1.38 - -
Textiles & Apparels 0.98 - -
Industrial Manufacturing 1.98 - -
Energy - 4.13 3.65
Consumer Staples - 2.63 2.7
Technology - 3.42 3.07
Healthcare - 6.1 5.94
Capital Goods - 32.95 36.32
Textiles - 2.6 3.24
Chemicals - 4.19 5.92
Materials - 10.99 10.42
Financial - 2.86 2.51
Services - 10.29 10.3
Consumer Discretionary - 6.06 4.03
Metals & Mining - 3.31 1.96
Automobile - 1.1 0.89

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