Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth option

Fund House: Baroda BNP Paribas Mutual Fund
Category: Equity: Small Cap
Launch Date: 27-10-2023
Asset Class: Equity
Benchmark: NIFTY Smallcap 250 TRI
TER: 2.06% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: -
Turn over: 32% | Exit Load: Upto 10% of Units redeemed/Switched out - NIL. In excess of 10% units: 1% if redeemed/switched out within 365 days from the date of allotment. NIL if redeemed/ switched out after 365 days

12.9149

27.33%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth option 27-10-2023 24.87 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 01-02-2020 49.89 45.53 25.5 - -
LIC MF Small Cap Fund-Regular Plan-Growth 15-06-2017 39.53 30.79 22.17 28.85 -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 37.28 38.83 20.01 - -
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 36.27 32.55 23.1 31.43 -
Quant Small Cap Fund - Growth - Regular Plan 24-11-1996 36.11 37.23 24.76 44.77 20.47
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 35.14 35.91 23.07 30.41 -
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 05-12-2022 33.63 - - - -
Nippon India Small Cap Fund - Growth Plan - Growth Option 01-09-2010 32.18 35.08 25.97 34.6 21.92
Kotak-Small Cap Fund - Growth 24-02-2005 30.69 27.9 16.04 30.1 18.69

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

77.2%

Others

9.31%

Large Cap

2.46%

Mid Cap

15.22%

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