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

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LIC MF Small Cap Fund Regular - Growth

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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	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
Fund	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
1 Month	-15.39%	-8.04%
6 Month	-16.85%	-11.45%
1 Year	6.29%	4.31%
3 Year	17.69%	16.34%
5 Year	23.48%	21.21%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-14.95%	-10.07%
3 Year	16.27%	14.9%
5 Year	23.69%	21.39%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
1 Year	14.61%	18.9%
3 Year	24.75%	19.99%
5 Year	19.19%	19.66%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation	16.47%	11.78%
Sharp	0.817%	0.74%
Beta	0.823%	0.65%
Alpha	1.666%	2.4%

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Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
Name	Yogesh Patil	Shreyash Devalkar
Total AUM	₹5898 Cr	₹166770 Cr
Fund Manage	7	14
	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
Others	8.48	13.11
Small Cap	88.52	67.41
Mid Cap	3.03	15.27
Large Cap	-	4.27

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund - Regular Plan - Growth
Others	3.8	13.11
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	-
Construction	5.28	2.83
Services	10.3	-
Consumer Discretionary	4.03	-
Metals & Mining	1.96	-
Automobile	0.89	-
Gas	-	0.55
Auto Components	-	7.32
IT - Services	-	1.17
Banks	-	3.86
Non - Ferrous Metals	-	0.41
Pharmaceuticals & Biotechnology	-	4.25
Healthcare Services	-	5.8
Chemicals & Petrochemicals	-	7.64
IT - Software	-	3.86
Retailing	-	1.29
Electrical Equipment	-	1.55
Aerospace & Defense	-	1.38
Transport Services	-	0.24
Textiles & Apparels	-	0.39
Capital Markets	-	5.62
Agricultural Food & other Products	-	2.83
Industrial Products	-	6.74
Finance	-	7.24
Consumer Durables	-	5.72
Realty	-	5.26
Financial Technology (Fintech)	-	1.84
Leisure Services	-	1.07
Food Products	-	1.61
Cement & Cement Products	-	2.3
Industrial Manufacturing	-	2.67
Household Products	-	0.61
Commercial Services & Supplies	-	0.63
Cigarettes & Tobacco Products	-	0.27