HDFC Small Cap Fund vs LIC MF Small Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon HDFC Small Cap Fund - Growth Option

Invest Now

tortoise-icon IDBI Small Cap Fund Growth Regular

Invest Now

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Fund HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹31526 Cr ₹279 Cr ₹279 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 02 Apr 2008 15 Jun 2017 15 Jun 2017
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open Ended Open-ended
Benchmark BSE 250 SmallCap Index NIFTY SMALLCAP 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over 10.02% 12% %
Expense Ratio 1.58 2.5 2.5
Manager Dhruv Muchhal Yogesh Patil Yogesh Patil
ISIN Code INF179KA1RZ8 INF397L01JW3 INF397L01JW3
Exits Load Exit load of 1% if redeemed within 1 year/365 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

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month 2.23% 5.16% 5.16%
6 Month 16.9% 36.17% 36.17%
1 Year 37.8% 50.22% 50.22%
3 Year 27.36% 27.87% 27.87%
5 Year 30.29% 31.51% 31.51%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month - - -
1 Year 15.03% 22.75% 22.75%
3 Year 52.08% 51.91% 51.91%
5 Year 122.38% 117.91% 117.91%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year 33.72% 33.25% 33.25%
3 Year 90.05% 88.92% 88.92%
5 Year 129.98% 136.04% 136.04%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Standard Deviation 15.17% 13.95% 13.95%
Sharp 1.2% 1.37% 1.37%
Beta 0.8% 0.75% 0.75%
Alpha 4% 5.41% 5.41%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Name Dhruv Muchhal Yogesh Patil Yogesh Patil
Total AUM ₹520687 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 40 7 7
HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 7.71 7.86 8.48
Small Cap 79.7 86.61 88.52
Large Cap 4.04 - -
Mid Cap 8.55 5.54 3.03

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 7.63 3.89 3.8
Auto Components 7.79 - -
Transport Services 7.53 - -
Banks 8.31 - -
Entertainment 2.26 - -
Finance 1.41 - -
Consumer Durables 5.69 - -
Healthcare Services 6.12 - -
Fertilizers & Agrochemicals 2.88 - -
Ferrous Metals 2.79 - -
Power 0.49 - -
Chemicals & Petrochemicals 1.61 - -
Commercial Services & Supplies 8.7 - -
Industrial Products 5.9 - -
Leisure Services 1.61 - -
IT - Services 0.66 - -
Beverages 0.88 - -
Construction 8.01 5.49 5.28
Media 0.62 - -
Agricultural, Commercial & Construction Vehicles 0.31 - -
IT - Software 4.02 - -
Pharmaceuticals & Biotechnology 3.45 - -
Electrical Equipment 3.38 - -
Retailing 2.28 - -
Transport Infrastructure 0.64 - -
Industrial Manufacturing 0.29 - -
Personal Products 1.53 - -
Other Utilities 0.76 - -
Capital Markets 0.65 - -
Textiles & Apparels 1.8 - -
Energy - 4.13 3.65
Consumer Staples - 2.63 2.7
Technology - 3.42 3.07
Healthcare - 6.1 5.94
Capital Goods - 32.95 36.32
Textiles - 2.6 3.24
Chemicals - 4.19 5.92
Materials - 10.99 10.42
Financial - 2.86 2.51
Services - 10.29 10.3
Consumer Discretionary - 6.06 4.03
Metals & Mining - 3.31 1.96
Automobile - 1.1 0.89

Top Comparisons

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns4.88%

VS

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns6.39%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns5.55%

VS

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns5.54%

Compare Now

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G) ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns21.57%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully