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) | ₹279 Cr | ₹279 Cr | ₹22263 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 15 Jun 2017 | 15 Jun 2017 | 05 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 | 2.5 | 2.5 | 1.62 |
| Manager | Yogesh Patil | Yogesh Patil | Shreyash Devalkar |
| ISIN Code | INF397L01JW3 | INF397L01JW3 | INF846K01K01 |
| 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 of 1% for investments beyond 10% if redeemed within 12 months/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 | 8.04% | 8.04% | 7.96% |
| 6 Month | 33.89% | 33.89% | 23.38% |
| 1 Year | 52.02% | 52.02% | 36.95% |
| 3 Year | 28.4% | 28.4% | 22.74% |
| 5 Year | 31.95% | 31.95% | 29.89% |
| 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 | 22.75% | 22.75% | 15.95% |
| 3 Year | 51.91% | 51.91% | 43.23% |
| 5 Year | 117.91% | 117.91% | 102.17% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 33.25% | 33.25% | 29.67% |
| 3 Year | 88.92% | 88.92% | 76.53% |
| 5 Year | 136.04% | 136.04% | 110.45% |
| 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 | 1.39% | 1.39% | 1.31% |
| Beta | 0.73% | 0.73% | 0.61% |
| Alpha | 7.01% | 7.01% | 4.21% |
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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 |
|---|---|---|---|
| Small Cap | 86.61 | 88.52 | 71.87 |
| Others | 7.86 | 8.48 | 11.16 |
| Mid Cap | 5.54 | 3.03 | 13.3 |
| Large Cap | - | - | 3.67 |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Materials | 10.99 | 10.42 | 2.69 |
| Others | 3.89 | 3.8 | 6.21 |
| Capital Goods | 32.95 | 36.32 | 10.42 |
| Services | 10.29 | 10.3 | 6.9 |
| Consumer Discretionary | 6.06 | 4.03 | 5.78 |
| Chemicals | 4.19 | 5.92 | 7.09 |
| Healthcare | 6.1 | 5.94 | 10.76 |
| Financial | 2.86 | 2.51 | 15.4 |
| Construction | 5.49 | 5.28 | 10.8 |
| Consumer Staples | 2.63 | 2.7 | 4.34 |
| Metals & Mining | 3.31 | 1.96 | 5.67 |
| Technology | 3.42 | 3.07 | 6.4 |
| Energy | 4.13 | 3.65 | 0.58 |
| Textiles | 2.6 | 3.24 | 0.18 |
| Automobile | 1.1 | 0.89 | 5.92 |
| Diversified | - | - | 0.75 |
| Insurance | - | - | 0.11 |
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