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HSBC Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹491 Cr | ₹15453 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 21 Jun 2017 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 15% |
| Expense Ratio | 2.42 | 1.67 |
| Manager | Yogesh Patil | Venugopal Manghat |
| ISIN Code | INF397L01JW3 | INF917K01QC7 |
| 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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 8.25% | 7.26% |
| 6 Month | -16.01% | -18.49% |
| 1 Year | 9.81% | 1.62% |
| 3 Year | 16.64% | 16.42% |
| 5 Year | 31.78% | 34.32% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -8.98% | -10.92% |
| 1 Year | -20.19% | -25.88% |
| 3 Year | 14.7% | 11.82% |
| 5 Year | 21.25% | 21.2% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.61% | 19.2% |
| 3 Year | 24.75% | 23.02% |
| 5 Year | 19.19% | 15.83% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.47% | 18.203% |
| Sharp | 0.817% | 0.572% |
| Beta | 0.823% | 0.882% |
| Alpha | 1.666% | -0.639% |
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Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Yogesh Patil | Venugopal Manghat |
| Total AUM | ₹5898 Cr | ₹41442 Cr |
| Funds Managed | 7 | 7 |
| LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.06 | 3.74 |
| Small Cap | 81.56 | 72.68 |
| Mid Cap | 10.58 | 21 |
| Large Cap | 2.81 | 2.59 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.06 | 6.47 |
| Utilities | 8.02 | - |
| Consumer Defensive | 7.73 | 3.38 |
| Consumer Cyclical | 16.45 | 16.29 |
| Financial Services | 6.05 | 14.59 |
| Industrials | 32.99 | 27.7 |
| Healthcare | 4.12 | 4.47 |
| Basic Materials | 13.18 | 10.53 |
| Technology | 2.63 | 9.98 |
| Communication Services | 2.92 | - |
| Real Estate | 0.83 | 5.2 |
| Energy | - | 1.4 |
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