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Edelweiss Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹491 Cr | ₹4171 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 21 Jun 2017 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 18% |
| Expense Ratio | 2.42 | 1.84 |
| Manager | Yogesh Patil | Trideep Bhattacharya |
| ISIN Code | INF397L01JW3 | INF754K01JJ4 |
| 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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 8.95% | 6.07% |
| 6 Month | -18.78% | -16.99% |
| 1 Year | 9.54% | 4.28% |
| 3 Year | 16.33% | 16.33% |
| 5 Year | 34.14% | 35.98% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -13.87% | -11.05% |
| 1 Year | -20.68% | -16.81% |
| 3 Year | 15.61% | 15.76% |
| 5 Year | 22.33% | 22.61% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.61% | 30.2% |
| 3 Year | 24.75% | 30.38% |
| 5 Year | 19.19% | 31.61% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.47% | 15.599% |
| Sharp | 0.817% | 0.8% |
| Beta | 0.823% | 0.803% |
| Alpha | 1.666% | 0.98% |
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Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Yogesh Patil | Trideep Bhattacharya |
| Total AUM | ₹5898 Cr | ₹0 Cr |
| Funds Managed | 7 | 9 |
| LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.06 | 3.2 |
| Small Cap | 81.56 | 67.63 |
| Mid Cap | 10.58 | 29.17 |
| Large Cap | 2.81 | 0 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.06 | 3.2 |
| Utilities | 8.02 | - |
| Consumer Defensive | 7.73 | 6.61 |
| Consumer Cyclical | 16.45 | 16.79 |
| Financial Services | 6.05 | 17.15 |
| Industrials | 32.99 | 18.22 |
| Healthcare | 4.12 | 11.41 |
| Basic Materials | 13.18 | 11.9 |
| Technology | 2.63 | 11.49 |
| Communication Services | 2.92 | - |
| Real Estate | 0.83 | 3.21 |
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