Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

tortoise-icon Axis Small Cap Fund Regular Growth

Invest Now

Chart Comparison

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

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns27.96%

VS

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns26.25%

Compare Now

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns16.94%

VS

HSBC Global Equity Climate Change Fund of Fund - Regular - Growth HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

3Y Returns1%

Compare Now

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns8.19%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns13.58%

VS

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns13.7%

Compare Now
Add to Cart Successfully