Baroda BNP Paribas Small Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 13.34 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 13.02 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Smallcap 250 TRI |
| AUM Rs. | 1,066 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.95% |
| 1 Year Return (%) | 6.78 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 12.34% |
⚖️ Sahifund Review – Baroda BNP Paribas Small Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Small-cap funds are suitable for investors:
1. Seeking exposure in small-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.
Fund Manager:
1) Himanshu Singh
Education: MMS (Finance) , B.Com (Honours)
Experience: Prior to joining the Baroda BNP Paribas Asset management Ltd. He has worked with IDBI capital market & securities , Prabhudas Lilladher Pvt Ltd, Crisil Ltd and HSBC Global market.
2) Sanjay Chawla
Education: Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS Pilani.
Experience: Prior to joining Baroda BNP Paribas Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year |
Basic Details of Baroda BNP Paribas Small Cap Fund
| Fund House | Baroda BNP Paribas Mutual Fund |
| Launch Date | 30-Oct-23 |
| Return Since Launch | 12.34% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,066 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.95% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 105.00% |
Baroda BNP Paribas Small Cap Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Baroda BNP Paribas Small Cap Dir | 0.49 | -0.35 | 13.69 | 5.75 | -0.43 | 6.78 | — | — | — | — |
| BSE 250 SmallCap TRI | -0.28 | 0.90 | 13.28 | 7.00 | -3.54 | 5.37 | — | — | — | — |
| Equity: Small Cap | 0.72 | -0.40 | 16.04 | 8.81 | -2.03 | 6.84 | — | — | — | — |
| Rank within category | 22 | 19 | 50 | 48 | 12 | 19 | — | — | — | — |
| Number of funds in category | 52 | 55 | 54 | 52 | 49 | 46 | 33 | 25 | 19 | 12 |
Peer Comparison of Baroda BNP Paribas Small Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Baroda BNP Paribas Small Cap Dir | Unrated | 6.78 | — | — | 0.95 | 1,066 | 12.34 | 1.00 (365) | 2Y 5M | 105.00 |
| Nippon India Small Cap Dir | 4 star | 7.96 | 22.66 | 24.13 | 0.67 | 61,809 | 23.91 | 1.00 (365) | 13Y 3M | 17.00 |
| HDFC Small Cap Dir | 4 star | 6.05 | 18.63 | 21.04 | 0.80 | 33,724 | 18.46 | 1.00 (365) | 13Y 3M | 8.12 |
| Quant Small Cap Dir | 4 star | 5.94 | 21.84 | 24.10 | 0.83 | 25,821 | 17.01 | 1.00 (365) | 13Y 3M | 151.00 |
| Axis Small Cap Dir | 4 star | 5.98 | 19.67 | 20.27 | 0.56 | 23,919 | 22.35 | 1.00 (365) | 12Y 4M | 38.00 |
Baroda BNP Paribas Small Cap Fund Portfolio
| No. of Stocks | 50 |
| Top 10 Stocks | 29.37% |
| Top 5 Stocks | 16.28% |
| Top 3 Sectors | 63.84% |
| Portfolio P/B Ratio | 3.51 |
| Portfolio P/E Ratio | 31.41 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 21,643 | 18,998 |
| Giant (%) | — | — |
| Large (%) | — | 10.37 |
| Mid (%) | 22.63 | 11.23 |
| Small (%) | 77.37 | 85.22 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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April 24, 2026
RA Jainee



