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

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon IDBI Small Cap Fund Growth Regular

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tortoise-icon LIC MF Small Cap Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Fund HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹31526 Cr ₹279 Cr ₹279 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 02 Apr 2008 15 Jun 2017 15 Jun 2017
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open Ended Open-ended
Benchmark BSE 250 SmallCap Index NIFTY SMALLCAP 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over 10.02% 12% %
Expense Ratio 1.58 2.5 2.5
Manager Dhruv Muchhal Yogesh Patil Yogesh Patil
ISIN Code INF179KA1RZ8 INF397L01JW3 INF397L01JW3
Exits Load Exit load of 1% if redeemed within 1 year/365 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

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month -4.79% -5.69% -5.69%
6 Month 7.13% 12.93% 12.93%
1 Year 23.93% 40.01% 40.01%
3 Year 21.78% 22.17% 22.17%
5 Year 28.45% 28.71% 28.71%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month - - -
1 Year 22.11% 36.81% 36.81%
3 Year 30.16% 32.15% 32.15%
5 Year 32.71% 33.16% 33.16%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year 17.25% 13.13% 13.13%
3 Year 19.58% 25% 25%
5 Year 16.73% 15.83% 15.83%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Standard Deviation 15.17% 13.95% 13.95%
Sharp 1.2% 1.18% 1.18%
Beta 0.8% 0.75% 0.75%
Alpha 4% 5.15% 5.15%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Name Dhruv Muchhal Yogesh Patil Yogesh Patil
Total AUM ₹520687 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 40 7 7
HDFC Small Cap Fund - Growth Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 7.71 7.86 8.48
Small Cap 79.7 86.61 88.52
Large Cap 4.04 - -
Mid Cap 8.55 5.54 3.03

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 7.63 3.89 3.8
Auto Components 7.79 - -
Transport Services 7.53 - -
Banks 8.31 - -
Entertainment 2.26 - -
Finance 1.41 - -
Consumer Durables 5.69 - -
Healthcare Services 6.12 - -
Fertilizers & Agrochemicals 2.88 - -
Ferrous Metals 2.79 - -
Power 0.49 - -
Chemicals & Petrochemicals 1.61 - -
Commercial Services & Supplies 8.7 - -
Industrial Products 5.9 - -
Leisure Services 1.61 - -
IT - Services 0.66 - -
Beverages 0.88 - -
Construction 8.01 5.49 5.28
Media 0.62 - -
Agricultural, Commercial & Construction Vehicles 0.31 - -
IT - Software 4.02 - -
Pharmaceuticals & Biotechnology 3.45 - -
Electrical Equipment 3.38 - -
Retailing 2.28 - -
Transport Infrastructure 0.64 - -
Industrial Manufacturing 0.29 - -
Personal Products 1.53 - -
Other Utilities 0.76 - -
Capital Markets 0.65 - -
Textiles & Apparels 1.8 - -
Energy - 4.13 3.65
Consumer Staples - 2.63 2.7
Technology - 3.42 3.07
Healthcare - 6.1 5.94
Capital Goods - 32.95 36.32
Textiles - 2.6 3.24
Chemicals - 4.19 5.92
Materials - 10.99 10.42
Financial - 2.86 2.51
Services - 10.29 10.3
Consumer Discretionary - 6.06 4.03
Metals & Mining - 3.31 1.96
Automobile - 1.1 0.89

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