LIC MF Small Cap Fund Regular vs Axis Small Cap Fund 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 | 9.64% | 7.48% |
6 Month | -19.1% | -12.9% |
1 Year | 11.6% | 10.97% |
3 Year | 16.44% | 16.63% |
5 Year | 33.7% | 31.48% |
SIP Return Analysis
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | -13.87% | -7.39% |
1 Year | -20.68% | -9.92% |
3 Year | 15.61% | 15.94% |
5 Year | 22.33% | 21.27% |
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% | 11.78% |
Sharp | 0.817% | 0.61% |
Beta | 0.823% | 0.68% |
Alpha | 1.666% | 1.37% |
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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 |
Funds Managed | 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 | 5.06 | 12.82 |
Small Cap | 81.56 | 65.82 |
Mid Cap | 10.58 | 17.55 |
Large Cap | 2.81 | 3.81 |
Sector Allocation
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 5.06 | 12.57 |
Utilities | 8.02 | 0.55 |
Consumer Defensive | 7.73 | 4.7 |
Consumer Cyclical | 16.45 | 10.65 |
Financial Services | 6.05 | 16.73 |
Industrials | 32.99 | 19.69 |
Healthcare | 4.12 | 10.95 |
Basic Materials | 13.18 | 10.7 |
Technology | 2.63 | 7.39 |
Communication Services | 2.92 | 0.79 |
Real Estate | 0.83 | 5.28 |
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