LIC MF Small Cap Fund Regular vs ICICI Prudential Smallcap Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Smallcap Fund - Growth

Invest Now

tortoise-icon IDBI Small Cap Fund Growth Regular

Invest Now

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name ICICI Prudential Smallcap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Fund ICICI Prudential Smallcap Fund - Growth 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) ₹8441 Cr ₹279 Cr ₹279 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 01 Oct 2007 15 Jun 2017 15 Jun 2017
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 22% 12% %
Expense Ratio 1.77 2.5 2.5
Manager Sharmila D'mello Yogesh Patil Yogesh Patil
ISIN Code INF109K01BI0 INF397L01JW3 INF397L01JW3
Exits Load Exit load of 1% if redeemed upto 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 ICICI Prudential Smallcap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month 0.98% 1.3% 1.3%
6 Month 18.57% 33% 33%
1 Year 38.59% 53.76% 53.76%
3 Year 25.32% 25.43% 25.43%
5 Year 30.94% 31.5% 31.5%

SIP Return Analysis

Scheme Name ICICI Prudential Smallcap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month - - -
1 Year 17.3% 22.75% 22.75%
3 Year 47.78% 51.91% 51.91%
5 Year 118.45% 117.91% 117.91%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Smallcap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year 33.65% 33.25% 33.25%
3 Year 86.95% 88.92% 88.92%
5 Year 126.78% 136.04% 136.04%

Risk Management

Scheme Name ICICI Prudential Smallcap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Standard Deviation 13.59% 13.95% 13.95%
Sharp 1.24% 1.28% 1.28%
Beta 0.65% 0.75% 0.75%
Alpha 4.14% 5.14% 5.14%

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 ICICI Prudential Smallcap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Name Sharmila D'mello Yogesh Patil Yogesh Patil
Total AUM ₹354743 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 35 7 7
ICICI Prudential Smallcap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

ICICI Prudential Smallcap Fund - Growth

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 8.93 7.86 8.48
Small Cap 68.19 86.61 88.52
Large Cap 6.75 - -
Mid Cap 16.19 5.54 3.03

Sector Allocation

Scheme Name

ICICI Prudential Smallcap Fund - Growth

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 7.93 3.89 3.8
Financial 7.74 2.86 2.51
Technology 3.69 3.42 3.07
Construction 8.68 5.49 5.28
Chemicals 8.33 4.19 5.92
Services 9.34 10.29 10.3
Materials 9.57 10.99 10.42
Healthcare 6.5 6.1 5.94
Energy 3.43 4.13 3.65
Automobile 7.51 1.1 0.89
Consumer Staples 5.15 2.63 2.7
Metals & Mining 5.61 3.31 1.96
Consumer Discretionary 1.92 6.06 4.03
Capital Goods 12.07 32.95 36.32
Communication 0.53 - -
Insurance 0.56 - -
Textiles 1.5 2.6 3.24

Top Comparisons

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns10.24%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns8.85%

Compare Now

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns9.02%

VS

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns5.58%

Compare Now

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns19.75%

VS

DSP Healthcare Fund - Regular Plan - Growth DSP Healthcare Fund - Regular Plan - Growth

3Y Returns19.09%

Compare Now

Bajaj Finserv Flexi Cap Fund Regular - Growth Bajaj Finserv Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns14.84%

Compare Now
Request call back
Add to Cart Successfully