LIC MF Small Cap Fund Regular vs Axis Small Cap Fund compare

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tortoise-icon IDBI Small Cap Fund Growth Regular

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tortoise-icon LIC MF Small Cap Fund Regular - Growth

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

Scheme Name IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Month -5.69% -5.69% -5.65%
6 Month 12.93% 12.93% 10.1%
1 Year 40.01% 40.01% 24.76%
3 Year 22.17% 22.17% 18.49%
5 Year 28.71% 28.71% 26.41%

SIP Return Analysis

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 36.81% 36.81% 24.04%
3 Year 32.15% 32.15% 26.13%
5 Year 33.16% 33.16% 28.44%

Rolling Lumpsum Returns

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%

Risk Management

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 1.18% 1.18% 1.13%
Beta 0.75% 0.75% 0.64%
Alpha 5.15% 5.15% 3.26%

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Fund Managers

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

Market Cap

Scheme Name

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 7.86 8.48 11.16
Small Cap 86.61 88.52 71.87
Mid Cap 5.54 3.03 13.3
Large Cap - - 3.67

Sector Allocation

Scheme Name

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 3.89 3.8 6.21
Energy 4.13 3.65 0.58
Consumer Staples 2.63 2.7 4.34
Technology 3.42 3.07 6.4
Healthcare 6.1 5.94 10.76
Capital Goods 32.95 36.32 10.42
Textiles 2.6 3.24 0.18
Chemicals 4.19 5.92 7.09
Materials 10.99 10.42 2.69
Financial 2.86 2.51 15.4
Construction 5.49 5.28 10.8
Services 10.29 10.3 6.9
Consumer Discretionary 6.06 4.03 5.78
Metals & Mining 3.31 1.96 5.67
Automobile 1.1 0.89 5.92
Insurance - - 0.11
Diversified - - 0.75

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