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

Link copied to clipboard!

tortoise-icon IDBI Small Cap Fund Growth Regular

Invest Now

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

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

Invest Now

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 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

Trailing Lumpsum Returns

Scheme Name IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month 8.36% 8.36% 3.17%
6 Month 32.04% 32.04% 22.74%
1 Year 53.71% 53.71% 43.55%
3 Year 28.87% 28.87% 27.3%
5 Year 32.41% 32.41% 34.55%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 33.25% 33.25% 35.53%
3 Year 88.92% 88.92% 91.33%
5 Year 136.04% 136.04% 136.53%

Risk Management

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 1.39% 1.39% 1.23%
Beta 0.73% 0.73% 0.76%
Alpha 7.01% 7.01% 3.7%

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 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

Market Cap

Scheme Name

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Small Cap 86.61 88.52 71.43
Others 7.86 8.48 2.77
Mid Cap 5.54 3.03 25.8

Sector Allocation

Scheme Name

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Materials 10.99 10.42 5.99
Others 3.89 3.8 1.46
Capital Goods 32.95 36.32 17.27
Services 10.29 10.3 8.82
Consumer Discretionary 6.06 4.03 3.13
Chemicals 4.19 5.92 2.15
Healthcare 6.1 5.94 9.88
Financial 2.86 2.51 15.79
Construction 5.49 5.28 10.09
Consumer Staples 2.63 2.7 5.37
Metals & Mining 3.31 1.96 4.26
Technology 3.42 3.07 5.85
Energy 4.13 3.65 -
Textiles 2.6 3.24 3.42
Automobile 1.1 0.89 5.09
Communication - - 1.43

Top Comparisons

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns14.79%

Compare Now

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns22.45%

VS

Nippon India Large Cap  Fund- Growth Plan -Growth Option Nippon India Large Cap Fund- Growth Plan -Growth Option

3Y Returns22.48%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns36.99%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns33.91%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns38.51%

VS

Axis Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth

3Y Returns18.69%

Compare Now
Request call back
Add to Cart Successfully