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LIC MF Small Cap Fund Regular vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹491 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 03 Apr 2008 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | % |
| Expense Ratio | 1.57 | 2.42 |
| Manager | Dhruv Muchhal | Yogesh Patil |
| ISIN Code | INF179KA1RZ8 | INF397L01JW3 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF 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 | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 7.35% | 9.64% |
| 6 Month | -14.96% | -19.1% |
| 1 Year | 3.1% | 11.6% |
| 3 Year | 19.52% | 16.44% |
| 5 Year | 36.06% | 33.7% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -9.97% | -13.87% |
| 1 Year | -17.05% | -20.68% |
| 3 Year | 15.36% | 15.61% |
| 5 Year | 22.96% | 22.33% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.52% | 14.61% |
| 3 Year | 19.66% | 24.75% |
| 5 Year | 16.96% | 19.19% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.223% | 16.47% |
| Sharp | 0.719% | 0.817% |
| Beta | 0.784% | 0.823% |
| Alpha | 1.828% | 1.666% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Yogesh Patil |
| Total AUM | ₹520687 Cr | ₹5898 Cr |
| Funds Managed | 40 | 7 |
| HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.66 | 5.06 |
| Small Cap | 80.87 | 81.56 |
| Mid Cap | 8.61 | 10.58 |
| Large Cap | 3.87 | 2.81 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.66 | 5.06 |
| Industrials | 23.81 | 32.99 |
| Consumer Cyclical | 18.74 | 16.45 |
| Consumer Defensive | 2.16 | 7.73 |
| Financial Services | 12.19 | 6.05 |
| Communication Services | 2.25 | 2.92 |
| Healthcare | 12.18 | 4.12 |
| Basic Materials | 6.7 | 13.18 |
| Utilities | 0.43 | 8.02 |
| Technology | 14.88 | 2.63 |
| Real Estate | - | 0.83 |
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