Axis Small Cap Fund vs LIC MF Small Cap Fund Regular compare
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹279 Cr | ₹279 Cr | ₹22263 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 15 Jun 2017 | 15 Jun 2017 | 05 Nov 2013 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open-ended | Open Ended |
| Benchmark | NIFTY SMALLCAP 250 TRI | NIFTY SMALLCAP 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 12% | % | 5% |
| Expense Ratio | 2.5 | 2.5 | 1.62 |
| Manager | Yogesh Patil | Yogesh Patil | Shreyash Devalkar |
| ISIN Code | INF397L01JW3 | INF397L01JW3 | INF846K01K01 |
| Exits Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Exit load of 1% for investments beyond 10% if redeemed within 12 months/365 |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.47% | -0.47% | -1.62% |
| 6 Month | 12.29% | 12.29% | 10.62% |
| 1 Year | 39.76% | 39.76% | 26.21% |
| 3 Year | 22.77% | 22.77% | 19.42% |
| 5 Year | 29.07% | 29.07% | 26.82% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | - | - | -23.92% |
| 3 Year | - | - | -10.91% |
| 5 Year | - | - | -19.46% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 13.13% | 13.13% | 18.63% |
| 3 Year | 25% | 25% | 20.16% |
| 5 Year | 15.83% | 15.83% | 19.24% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 13.95% | 13.95% | 11.78% |
| Sharp | 1.18% | 1.18% | 1.13% |
| Beta | 0.75% | 0.75% | 0.64% |
| Alpha | 5.15% | 5.15% | 3.26% |
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| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Shreyash Devalkar |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹166770 Cr |
| Fund Manage | 7 | 7 | 14 |
| IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 7.86 | 8.48 | 11.16 |
| Small Cap | 86.61 | 88.52 | 71.87 |
| Mid Cap | 5.54 | 3.03 | 13.3 |
| Large Cap | - | - | 3.67 |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 3.89 | 3.8 | 6.21 |
| Energy | 4.13 | 3.65 | 0.58 |
| Consumer Staples | 2.63 | 2.7 | 4.34 |
| Technology | 3.42 | 3.07 | 6.4 |
| Healthcare | 6.1 | 5.94 | 10.76 |
| Capital Goods | 32.95 | 36.32 | 10.42 |
| Textiles | 2.6 | 3.24 | 0.18 |
| Chemicals | 4.19 | 5.92 | 7.09 |
| Materials | 10.99 | 10.42 | 2.69 |
| Financial | 2.86 | 2.51 | 15.4 |
| Construction | 5.49 | 5.28 | 10.8 |
| Services | 10.29 | 10.3 | 6.9 |
| Consumer Discretionary | 6.06 | 4.03 | 5.78 |
| Metals & Mining | 3.31 | 1.96 | 5.67 |
| Automobile | 1.1 | 0.89 | 5.92 |
| Insurance | - | - | 0.11 |
| Diversified | - | - | 0.75 |
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