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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Get Free Experts GuidanceScheme 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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