Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs Baroda BNP Paribas Retirement Fund 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 | -3.19% | -6.96% |
6 Month | -8.62% | -18.9% |
1 Year | - | -2.02% |
3 Year | - | 16.17% |
5 Year | - | 27.59% |
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 | -7.35% | -14.45% |
1 Year | - | -26.63% |
3 Year | - | 9.56% |
5 Year | - | 21.77% |
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% |
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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 | 26.03437 | 3.77752 |
Large Cap | 46.61796 | - |
Mid Cap | 18.28397 | 6.80957 |
Small Cap | 9.0637 | 89.41288 |
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 | 26.03129 | 3.77752 |
Energy | 2.846 | - |
Technology | 9.48828 | 7.52992 |
Consumer Defensive | 7.10788 | - |
Industrials | 9.89301 | 21.35219 |
Healthcare | 5.28084 | 9.259 |
Financial Services | 21.17782 | 21.81988 |
Basic Materials | 6.39989 | 12.61464 |
Consumer Cyclical | 6.84985 | 14.43045 |
Communication Services | 2.92209 | 6.75304 |
Utilities | 2.00305 | - |
Real Estate | - | 2.46333 |
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