LIC MF Small Cap Fund Regular vs Edelweiss Small Cap Fund compare
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Edelweiss 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 | ₹3816 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 | 01 Feb 2019 |
| 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% | % | 18% |
| Expense Ratio | 2.5 | 2.5 | 1.86 |
| Manager | Yogesh Patil | Yogesh Patil | Trideep Bhattacharya |
| ISIN Code | INF397L01JW3 | INF397L01JW3 | INF754K01JJ4 |
| 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%, if redeemed within 90 days./365 |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -3.16% | -3.16% | -4.4% |
| 6 Month | 20.98% | 20.98% | 17.82% |
| 1 Year | 51.96% | 51.96% | 36.58% |
| 3 Year | 25.48% | 25.48% | 23.47% |
| 5 Year | 28.97% | 28.97% | 32.62% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 22.75% | 22.75% | 18.74% |
| 3 Year | 51.91% | 51.91% | 51.27% |
| 5 Year | 117.91% | 117.91% | 126.14% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 12.64% | 12.64% | 30.6% |
| 3 Year | 24.96% | 24.96% | 31.88% |
| 5 Year | 15.85% | 15.85% | 31.03% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 13.95% | 13.95% | 14.15% |
| Sharp | 1.28% | 1.28% | 1.2% |
| Beta | 0.75% | 0.75% | 0.77% |
| Alpha | 5.14% | 5.14% | 3.34% |
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| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Trideep Bhattacharya |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹0 Cr |
| Fund Manage | 7 | 7 | 9 |
| IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 7.86 | 8.48 | 2.77 |
| Small Cap | 86.61 | 88.52 | 71.43 |
| Mid Cap | 5.54 | 3.03 | 25.8 |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 3.89 | 3.8 | 1.46 |
| Energy | 4.13 | 3.65 | - |
| Consumer Staples | 2.63 | 2.7 | 5.37 |
| Technology | 3.42 | 3.07 | 5.85 |
| Healthcare | 6.1 | 5.94 | 9.88 |
| Capital Goods | 32.95 | 36.32 | 17.27 |
| Textiles | 2.6 | 3.24 | 3.42 |
| Chemicals | 4.19 | 5.92 | 2.15 |
| Materials | 10.99 | 10.42 | 5.99 |
| Financial | 2.86 | 2.51 | 15.79 |
| Construction | 5.49 | 5.28 | 10.09 |
| Services | 10.29 | 10.3 | 8.82 |
| Consumer Discretionary | 6.06 | 4.03 | 3.13 |
| Metals & Mining | 3.31 | 1.96 | 4.26 |
| Automobile | 1.1 | 0.89 | 5.09 |
| Communication | - | - | 1.43 |
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