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 | 5.45% | 8.41% |
6 Month | -4.63% | -14.95% |
1 Year | - | 0.21% |
3 Year | - | 15.24% |
5 Year | - | 34.76% |
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 | -2.76% | -7.19% |
1 Year | - | -19.06% |
3 Year | - | 11.38% |
5 Year | - | 21.65% |
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 |
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 |
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