Baroda BNP Paribas Small Cap Fund vs Franklin India Small Cap Fund
Baroda BNP Paribas Small Cap Fund and Franklin India Small Cap Fund are both Small Cap funds. As of 4 Nov 2026 (Direct plan, Growth option): 3-year CAGR +12.40% vs +10.17%, 5-year CAGR — vs +13.48%, volatility 18.28% vs 19.83%, maximum drawdown −25.00% vs −49.92%. Their portfolios overlap by 14.7% (14 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| Fund house | Baroda BNP Paribas Mutual Fund | Franklin Templeton Mutual Fund |
| Compared as | Small Cap | Small Cap |
| NAV | ₹14.2819 | ₹190.6464 |
| NAV date | 4 Nov 2026 | 4 Nov 2026 |
| Launched (first NAV) | 1 Nov 2023 | 1 Jan 2013 |
| Track record | 3.0 yrs | 13.8 yrs |
| Fund size (AUM) | ₹1,277 Cr | ₹14,257 Cr |
| Securities held | 61 | 89 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| 1 month | −0.80% | −3.23% |
| 3 months | −2.75% | −7.08% |
| 6 months | +2.75% | −3.94% |
| 1 year | +4.91% | −2.46% |
| 3 years (CAGR) | +12.40% | +10.17% |
| 5 years (CAGR) | — | +13.48% |
| 7 years (CAGR) | — | +19.79% |
| 10 years (CAGR) | — | +14.36% |
| Since launch (CAGR) | +12.51% | +18.98% |
| SIP return (XIRR, 5 years) ⓘ | — | +11.40% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| 2026 (year to date) | +7.53% | +2.01% |
| 2025 | −5.49% | −7.63% |
| 2024 | +26.46% | +24.20% |
| 2023 | — | +53.48% |
| 2022 | — | +4.43% |
| 2021 | — | +57.68% |
Risk
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| Volatility (annualised) ⓘ | 18.28% | 19.83% |
| Downside volatility ⓘ | 12.25% | 13.04% |
| Sharpe ratio ⓘ | 0.32 | 0.19 |
| Sortino ratio ⓘ | 0.48 | 0.28 |
| Maximum drawdown ⓘ | −25.00% | −49.92% |
| Recovery from that fall | 17 months | 10 months |
| Current fall from peak | −4.39% | −9.87% |
| Rolling 1-year return: worst | −10.23% | −40.43% |
| Rolling 1-year return: median | +3.99% | +16.07% |
| Rolling 1-year return: best | +39.65% | +121.30% |
| Share of 1-year periods with a loss | 33.06% | 23.23% |
Against each fund's benchmark
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| Beta ⓘ | 0.83 | 0.90 |
| Alpha (Jensen's, annualised) ⓘ | −0.75% | −3.31% |
| R² ⓘ | 93.05 | 91.64 |
| Upside capture | 85.79% | 83.33% |
| Downside capture | 85.86% | 90.95% |
| Tracking error | 6.13% | 6.34% |
| Information ratio | -0.22 | -0.69 |
| Treynor ratio | 3.61 | 3.67 |
Portfolio
Asset mix
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| Equity | 95.28% | 96.67% |
| Cash & equivalents | 4.72% | 3.14% |
| Debt | 0.00% | 0.17% |
Market-cap split (share of fund assets)
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| Large Cap | 5.36% | 8.37% |
| Mid Cap | 16.48% | 4.61% |
| Small Cap | 70.09% | 82.49% |
| Unclassified | 3.35% | 1.21% |
Concentration
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| Top 10 holdings | 29.24% | 20.81% |
| Effective number of stocks ⓘ | 52.3 | 76.5 |
| Securities held | 61 | 89 |
Portfolio overlap: 14.7%
14 companies are held by both funds; by weight, 14.7% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | Baroda BNP Paribas Small Cap | Franklin India Small Cap |
|---|---|---|
| PNB Housing Finance Limited | 1.75% | 1.85% |
| Delhivery Limited | 2.33% | 1.41% |
| Pine Labs Limited | 1.31% | 2.82% |
| Five Star Business Finance Limited | 1.42% | 1.20% |
| Finolex Cables Limited | 1.59% | 1.19% |
| Karur Vysya Bank Limited | 3.56% | 1.18% |
| RBL Bank Limited | 1.11% | 1.69% |
| City Union Bank Limited | 2.36% | 1.00% |
| Tenneco Clean Air India Limited | 0.94% | 1.49% |
| The India Cements Limited | 0.91% | 0.91% |
| Aster DM Quality Care Limited | 1.53% | 0.89% |
| Ujjivan Small Finance Bank Limited | 2.85% | 0.83% |
| Craftsman Automation Limited | 1.78% | 0.69% |
| KPIT Technologies Limited | 0.78% | 0.31% |
Top 10 holdings
Baroda BNP Paribas Small Cap
- Karur Vysya Bank Limited3.56%
- Multi Commodity Exchange of India Limited3.36%
- Laurus Labs Limited3.18%
- Navin Fluorine International Limited3.10%
- Ujjivan Small Finance Bank Limited2.85%
- Sansera Engineering Limited2.77%
- Bharat Heavy Electricals Limited2.64%
- Physicswallah Ltd.2.61%
- Emcure Pharmaceuticals Limited2.59%
- CreditAccess Grameen Limited2.58%
Franklin India Small Cap
- Pine Labs Limited2.82%
- Kajaria Ceramics Limited2.43%
- Equitas Small Finance Bank Limited2.32%
- Eris Lifesciences Ltd2.00%
- Brigade Enterprises Limited2.00%
- Metropolis Healthcare Limited1.91%
- Angel One Limited1.87%
- Hindustan Aeronautics Limited1.85%
- PNB Housing Finance Limited1.85%
- Deepak Nitrite Ltd.1.76%
Sector exposure
| Baroda BNP Paribas Small Cap | Franklin India Small Cap | |
|---|---|---|
| Banks | 9.88% | 11.68% |
| Pharmaceuticals & Biotechnology | 11.38% | 5.18% |
| Finance | 9.44% | 4.13% |
| Auto Components | 8.37% | 9.37% |
| Consumer Durables | 1.04% | 8.23% |
| Industrial Products | 4.64% | 6.21% |
| Transport Services | 5.49% | 1.67% |
| Chemicals & Petrochemicals | 4.14% | 4.98% |
| Retailing | 0.79% | 4.72% |
| Capital Markets | 4.61% | 1.87% |
| Healthcare Services | 4.08% | 3.77% |
| Leisure Services | 2.00% | 4.02% |
| Aerospace & Defense | 0.00% | 3.67% |
| IT - Software | 1.77% | 3.64% |
Questions people ask
What is the difference between Baroda BNP Paribas Small Cap and Franklin India Small Cap returns?
As of 4 Nov 2026, Direct plan Growth option: 1-year return +4.91% vs −2.46%; 3-year CAGR +12.40% vs +10.17%; 5-year CAGR — vs +13.48%; 10-year CAGR — vs +14.36%. Past returns do not indicate future returns.
How do Baroda BNP Paribas Small Cap and Franklin India Small Cap compare on risk?
Volatility (36 monthly returns, annualised) 18.28% vs 19.83%; Sharpe ratio 0.32 vs 0.19; Sortino ratio 0.48 vs 0.28; maximum drawdown −25.00% vs −49.92%; beta 0.83 vs 0.90.
How much do Baroda BNP Paribas Small Cap and Franklin India Small Cap overlap?
By weight, 14.7% of the two portfolios is invested in the same companies; 14 stocks are held by both, the largest shared positions being PNB Housing Finance Limited, Delhivery Limited, Pine Labs Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Baroda BNP Paribas Small Cap and Franklin India Small Cap?
Baroda BNP Paribas Small Cap: large cap 5.4%, mid cap 16.5%, small cap 70.1%. Franklin India Small Cap: large cap 8.4%, mid cap 4.6%, small cap 82.5% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Franklin India Small Cap vs
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 4 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.