LIC MF Small Cap Fund Regular vs Axis Small Cap Fund compare
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹386 Cr | ₹386 Cr | ₹23952 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 21 Jun 2017 | 21 Jun 2017 | 29 Nov 2013 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 12% | % | 5% |
| Expense Ratio | 2.49 | 2.49 | 1.61 |
| Manager | Yogesh Patil | Yogesh Patil | Shreyash Devalkar |
| ISIN Code | INF397L01JW3 | 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 | 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 |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 7.18% | 7.18% | 5.18% |
| 6 Month | 9.69% | 9.69% | 7.89% |
| 1 Year | 40.74% | 40.74% | 26.02% |
| 3 Year | 25.05% | 25.05% | 20.94% |
| 5 Year | 30.47% | 30.47% | 27.49% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 34.84% | 34.84% | 23.97% |
| 3 Year | 33.36% | 33.36% | 27.12% |
| 5 Year | 33.92% | 33.92% | 28.92% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 13.13% | 13.13% | 18.63% |
| 3 Year | 25% | 25% | 20.16% |
| 5 Year | 15.83% | 15.83% | 19.24% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 13.95% | 13.95% | 11.78% |
| Sharp | 1.14% | 1.14% | 1.09% |
| Beta | 0.75% | 0.75% | 0.64% |
| Alpha | 4.57% | 4.57% | 2.84% |
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| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Shreyash Devalkar |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹166770 Cr |
| Fund Manage | 7 | 7 | 14 |
| IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.06 | 8.48 | 13.11 |
| Small Cap | 84.11 | 88.52 | 67.41 |
| Mid Cap | 10.8 | 3.03 | 15.27 |
| Large Cap | 3.06 | - | 4.27 |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.06 | 3.8 | 13.11 |
| Food Products | 1.05 | - | 1.61 |
| Industrial Products | 21.79 | - | 6.74 |
| Healthcare Services | 3.31 | - | 5.8 |
| Finance | 2.83 | - | 7.24 |
| Textiles & Apparels | 4.62 | - | 0.39 |
| Chemicals & Petrochemicals | 4.35 | - | 7.64 |
| Pharmaceuticals & Biotechnology | 4 | - | 4.25 |
| IT - Services | 2.2 | - | 1.17 |
| Electrical Equipment | 7.8 | - | 1.55 |
| Realty | 3.11 | - | 5.26 |
| Media | 0.41 | - | - |
| Auto Components | 3.59 | - | 7.32 |
| Construction | 2.43 | 5.28 | 2.83 |
| Fertilizers & Agrochemicals | 1.12 | - | - |
| Power | 3.24 | - | - |
| Gas | 1.71 | - | 0.55 |
| Diversified FMCG | 0.91 | - | - |
| Agricultural Food & other Products | 1.49 | - | 2.83 |
| IT - Software | 1.61 | - | 3.86 |
| Transport Services | 3.71 | - | 0.24 |
| Capital Markets | 1.72 | - | 5.62 |
| Insurance | 0.54 | - | - |
| Consumer Durables | 3.29 | - | 5.72 |
| Beverages | 2.06 | - | - |
| Other Utilities | 3.96 | - | - |
| Industrial Manufacturing | 3.95 | - | 2.67 |
| Retailing | 3.69 | - | 1.29 |
| Leisure Services | 1.5 | - | 1.07 |
| Entertainment | 1.98 | - | - |
| Energy | - | 3.65 | - |
| Consumer Staples | - | 2.7 | - |
| Technology | - | 3.07 | - |
| Healthcare | - | 5.94 | - |
| Capital Goods | - | 36.32 | - |
| Textiles | - | 3.24 | - |
| Chemicals | - | 5.92 | - |
| Materials | - | 10.42 | - |
| Financial | - | 2.51 | - |
| Services | - | 10.3 | - |
| Consumer Discretionary | - | 4.03 | - |
| Metals & Mining | - | 1.96 | - |
| Automobile | - | 0.89 | - |
| Banks | - | - | 3.86 |
| Non - Ferrous Metals | - | - | 0.41 |
| Aerospace & Defense | - | - | 1.38 |
| Financial Technology (Fintech) | - | - | 1.84 |
| Cement & Cement Products | - | - | 2.3 |
| Household Products | - | - | 0.61 |
| Commercial Services & Supplies | - | - | 0.63 |
| Cigarettes & Tobacco Products | - | - | 0.27 |
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