LIC MF Small Cap Fund Regular vs HSBC 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 HSBC Small Cap Fund - Regular 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 HSBC Small Cap Fund - Regular Growth
Fund IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹279 Cr ₹279 Cr ₹16396 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 15 Jun 2017 15 Jun 2017 12 May 2014
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open-ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY SMALLCAP 250 TRI BSE 250 SmallCap Index
Turn Over 12% % 15%
Expense Ratio 2.5 2.5 1.7
Manager Yogesh Patil Yogesh Patil Venugopal Manghat
ISIN Code INF397L01JW3 INF397L01JW3 INF917K01QC7
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 for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
1 Month 5.63% 5.63% 1.86%
6 Month 42.83% 42.83% 22.79%
1 Year 54.25% 54.25% 46%
3 Year 27.8% 27.8% 30.37%
5 Year 31.75% 31.75% 32.48%

SIP Return Analysis

Scheme Name IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
6 Month - - -
1 Year 22.75% 22.75% 21.58%
3 Year 51.91% 51.91% 58.86%
5 Year 117.91% 117.91% 137.96%

Rolling Lumpsum Returns

Scheme Name IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
1 Year 33.25% 33.25% 36.36%
3 Year 88.92% 88.92% 99.84%
5 Year 136.04% 136.04% 151.38%

Risk Management

Scheme Name IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 13.95% 13.95% 14.69%
Sharp 1.37% 1.37% 1.4%
Beta 0.75% 0.75% 0.8%
Alpha 5.41% 5.41% 7.09%

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 HSBC Small Cap Fund - Regular Growth
Name Yogesh Patil Yogesh Patil Venugopal Manghat
Total AUM ₹5898 Cr ₹5898 Cr ₹41442 Cr
Fund Manage 7 7 7
IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth

Market Cap

Scheme Name

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

HSBC Small Cap Fund - Regular Growth

Others 7.86 8.48 3.91
Small Cap 86.61 88.52 72.94
Mid Cap 5.54 3.03 20.12
Large Cap - - 3.03

Sector Allocation

Scheme Name

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

HSBC Small Cap Fund - Regular Growth

Others 3.89 3.8 2.51
Energy 4.13 3.65 -
Consumer Staples 2.63 2.7 5.57
Technology 3.42 3.07 5.93
Healthcare 6.1 5.94 5.3
Capital Goods 32.95 36.32 17.67
Textiles 2.6 3.24 3.7
Chemicals 4.19 5.92 1.41
Materials 10.99 10.42 9.17
Financial 2.86 2.51 7.98
Construction 5.49 5.28 12.47
Services 10.29 10.3 10.12
Consumer Discretionary 6.06 4.03 2.17
Metals & Mining 3.31 1.96 8.71
Automobile 1.1 0.89 3.89
Diversified - - 3.4

Top Comparisons

360 ONE Liquid Fund Regular-Growth 360 ONE Liquid Fund Regular-Growth

3Y Returns5.82%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.01%

Compare Now

HDFC Small Cap Fund - Growth Option HDFC Small Cap Fund - Growth Option

3Y Returns27.36%

VS

Baroda BNP Paribas Small Cap Fund - Regular (G) Baroda BNP Paribas Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns5.86%

VS

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.2%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.13%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns26.54%

Compare Now
Request call back
Add to Cart Successfully