How to check the XIRR of Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option?

You can track the exact XIRR and portfolio overlapping of Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth Option

Q: How to check portfolio overlap for Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option?

Use the MutualSaathi Portfolio Analyzer to compare Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Baroda BNP Paribas Mutual Fund

Expense Ratio: 0.89

Risk: Very High

Equity Scheme - Small Cap Fund

Plan: Direct

Benchmark: Nifty Smallcap 250 TRI

Inception: 06-10-2023

Exit Load: Nil

Fund Size:₹1,223.65 Cr

Performance

Fund7.49%

Cat. Avg.9.53%

Fund-1.19%

Cat. Avg.1.54%

FundN/A

Cat. Avg.14.58%

FundN/A

Cat. Avg.14.52%

10Y

FundN/A

Cat. Avg.17.13%

Fund12.84%

Cat. Avg.18.90%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Laurus Labs Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology		49.32	3.92%
2	Clearing Corporation of India Ltd	CASH	CCIL		CCIL	5.33%	48.54	3.86%
3	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals		43.09	3.42%
4	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets		42.56	3.38%
5	PhysicsWallah Limited	Equity	Listed	Small Cap	Other Consumer Services		37.24	2.96%
6	JB Chemicals & Pharmaceuticals Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology		34.44	2.74%
7	Ujjivan Small Finance Bank Limited	Equity	Listed	Small Cap	Banks		31.89	2.53%
8	Emcure Pharmaceuticals Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology		31.30	2.49%
9	Radico Khaitan Limited	Equity	Listed	Mid Cap	Beverages		30.78	2.45%
10	Can Fin Homes Limited	Equity	Listed	Small Cap	Finance		30.12	2.39%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	63209	+5.3%	+11.3%
2Y	07 Nov, 24	1.20 L.	1.29 L.	+7.7%	+7.7%
SI	07 Nov, 23	1.80 L.	1.99 L.	+10.8%	+7.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.07 L.	+7.5%	+7.5%
2Y	16 Oct, 24	1 L.	97637	-2.4%	-1.2%
SI	01 Nov, 23	1 L.	1.43 L.	+43.0%	+12.9%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.