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Axis Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹491 Cr | ₹23139 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 21 Jun 2017 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 5% |
| Expense Ratio | 2.42 | 1.61 |
| Manager | Yogesh Patil | Shreyash Devalkar |
| ISIN Code | INF397L01JW3 | INF846K01K01 |
| Exits Load | LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -7.47% | -4.27% |
| 6 Month | -22.07% | -14.51% |
| 1 Year | 6.11% | 6.02% |
| 3 Year | 15.71% | 15.7% |
| 5 Year | 25.03% | 23.24% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -17.16% | -11.79% |
| 1 Year | -28.11% | -16.78% |
| 3 Year | 11.88% | 12.96% |
| 5 Year | 20.57% | 19.84% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.61% | 18.9% |
| 3 Year | 24.75% | 19.99% |
| 5 Year | 19.19% | 19.66% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.47% | 14.369% |
| Sharp | 0.817% | 0.608% |
| Beta | 0.823% | 0.698% |
| Alpha | 1.666% | -0.016% |
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Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Yogesh Patil | Shreyash Devalkar |
| Total AUM | ₹5898 Cr | ₹166770 Cr |
| Fund Manage | 7 | 14 |
| LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.05575 | 12.82417 |
| Small Cap | 81.55742 | 65.81595 |
| Mid Cap | 10.5777 | 17.54716 |
| Large Cap | 2.80915 | 3.81274 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.05575 | 12.57298 |
| Utilities | 8.0238 | 0.54751 |
| Consumer Defensive | 7.73365 | 4.70354 |
| Consumer Cyclical | 16.45222 | 10.64525 |
| Financial Services | 6.05414 | 16.7344 |
| Industrials | 32.98663 | 19.68908 |
| Healthcare | 4.12189 | 10.94804 |
| Basic Materials | 13.18438 | 10.70286 |
| Technology | 2.63333 | 7.38726 |
| Communication Services | 2.92456 | 0.79178 |
| Real Estate | 0.82967 | 5.27732 |
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