myplexus

NFO Monitor

Fund Fact

Name of Funds:

Baroda BNP Paribas Small Cap

Opening:

6th October 2023

Closing:

20th October 2023

Minimum Investment:

Rs. 5,000 and in multiples of Re. 1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed/switched out are in excess of 10% of units purchased within 1 year from the date of allotment

Fund Stats

Objective:

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

Benchmark:

NIFTY Smallcap 100

Fund Manager:

Shiv Chanani, Miten Vora

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt upto 10% Others

Comparable existing schemes

Bank of India Small Cap Fund	26.94(6M)	25.20(1Y)
HDFC Small Cap Fund	24.82(6M)	33.70(1Y)

Fund Prognosis

Idea Distiller

It is a Small cap fund, so nothing new to it.

Fund House AAUM:
Rs. 3125997 Lakhs (as on 30th September 2023)
Fund Manager:
Combined experience of above 21 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Over the longer term the Small cap universe is definitely appealing but there are too many good competitors.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028