HSBC Small Cap Fund vs LIC MF Small Cap Fund Regular compare
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|---|
| Fund | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹279 Cr | ₹279 Cr | ₹16396 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 15 Jun 2017 | 15 Jun 2017 | 12 May 2014 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open-ended | Open Ended |
| Benchmark | NIFTY SMALLCAP 250 TRI | NIFTY SMALLCAP 250 TRI | BSE 250 SmallCap Index |
| Turn Over | 12% | % | 15% |
| Expense Ratio | 2.5 | 2.5 | 1.7 |
| Manager | Yogesh Patil | Yogesh Patil | Venugopal Manghat |
| ISIN Code | INF397L01JW3 | INF397L01JW3 | INF917K01QC7 |
| 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 for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|---|
| 1 Month | -6.03% | -6.03% | -6.87% |
| 6 Month | 12.53% | 12.53% | 8.31% |
| 1 Year | 39.51% | 39.51% | 26.94% |
| 3 Year | 21.98% | 21.98% | 22.95% |
| 5 Year | 28.59% | 28.59% | 29.86% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 36.81% | 36.81% | 24.84% |
| 3 Year | 32.15% | 32.15% | 31.19% |
| 5 Year | 33.16% | 33.16% | 34.49% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 13.13% | 13.13% | 18.47% |
| 3 Year | 25% | 25% | 22.98% |
| 5 Year | 15.83% | 15.83% | 14.99% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 13.95% | 13.95% | 14.69% |
| Sharp | 1.18% | 1.18% | 1.4% |
| Beta | 0.75% | 0.75% | 0.8% |
| Alpha | 5.15% | 5.15% | 7.09% |
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| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Venugopal Manghat |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹41442 Cr |
| Fund Manage | 7 | 7 | 7 |
| IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|---|
| Others | 7.86 | 8.48 | 3.91 |
| Small Cap | 86.61 | 88.52 | 72.94 |
| Mid Cap | 5.54 | 3.03 | 20.12 |
| Large Cap | - | - | 3.03 |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|---|
| Others | 3.89 | 3.8 | 2.51 |
| Energy | 4.13 | 3.65 | - |
| Consumer Staples | 2.63 | 2.7 | 5.57 |
| Technology | 3.42 | 3.07 | 5.93 |
| Healthcare | 6.1 | 5.94 | 5.3 |
| Capital Goods | 32.95 | 36.32 | 17.67 |
| Textiles | 2.6 | 3.24 | 3.7 |
| Chemicals | 4.19 | 5.92 | 1.41 |
| Materials | 10.99 | 10.42 | 9.17 |
| Financial | 2.86 | 2.51 | 7.98 |
| Construction | 5.49 | 5.28 | 12.47 |
| Services | 10.29 | 10.3 | 10.12 |
| Consumer Discretionary | 6.06 | 4.03 | 2.17 |
| Metals & Mining | 3.31 | 1.96 | 8.71 |
| Automobile | 1.1 | 0.89 | 3.89 |
| Diversified | - | - | 3.4 |
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