Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Small Cap Fund Regular vs Nippon India Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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 Nippon India Small Cap Fund - Growth Plan - Bonus Option LIC MF Small Cap Fund Regular - Growth
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option LIC MF Small Cap Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹56452 Cr ₹491 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 16 Sep 2010 21 Jun 2017
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 23% %
Expense Ratio 1.47 2.42
Manager Tejas Sheth Yogesh Patil
ISIN Code INF204K01HZ0 INF397L01JW3
Exits Load Exit load of 1% if redeemed within 1 year./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 Nippon India Small Cap Fund - Growth Plan - Bonus Option LIC MF Small Cap Fund Regular - Growth
1 Month 2.96% 8.95%
6 Month 3.2% -18.78%
1 Year 27.45% 9.54%
3 Year 27.3% 16.33%
5 Year 35.6% 34.14%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option LIC MF Small Cap Fund Regular - Growth
6 Month - -13.87%
1 Year 21.44% -20.68%
3 Year 33.74% 15.61%
5 Year 37.32% 22.33%

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option LIC MF Small Cap Fund Regular - Growth
1 Year 18.15% 14.61%
3 Year 28.18% 24.75%
5 Year 22.05% 19.19%

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option LIC MF Small Cap Fund Regular - Growth
Standard Deviation 14.53% 16.47%
Sharp 1.36% 0.817%
Beta 0.79% 0.823%
Alpha 7.17% 1.666%

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 Nippon India Small Cap Fund - Growth Plan - Bonus Option LIC MF Small Cap Fund Regular - Growth
Name Tejas Sheth Yogesh Patil
Total AUM ₹89953 Cr ₹5898 Cr
Funds Managed 3 7
Nippon India Small Cap Fund - Growth Plan - Bonus Option LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

LIC MF Small Cap Fund Regular - Growth

Others 5.23 5.06
Small Cap 70 81.56
Large Cap 11.94 2.81
Mid Cap 12.83 10.58

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

LIC MF Small Cap Fund Regular - Growth

Others 5.23 5.06
IT - Services 2.62 -
Telecom - Equipment & Accessories 1.27 -
Consumer Durables 7.21 -
Industrial Products 9.04 -
Textiles & Apparels 2.62 -
Electrical Equipment 7.25 -
Diversified FMCG 0.41 -
Pharmaceuticals & Biotechnology 4.89 -
Banks 5.79 -
Realty 0.58 -
Chemicals & Petrochemicals 3.55 -
IT - Software 2.46 -
Leisure Services 1.54 -
Paper, Forest & Jute Products 1.08 -
Industrial Manufacturing 2.63 -
Aerospace & Defense 1.69 -
Transport Services 0.49 -
Cement & Cement Products 1.24 -
Fertilizers & Agrochemicals 1.79 -
Capital Markets 4.66 -
Construction 3.26 -
Power 1.84 -
Media 0.08 -
IT - Hardware 0.06 -
Healthcare Services 2.27 -
Agricultural Food & other Products 1.89 -
Finance 2.98 -
Other Consumer Services 1.15 -
Petroleum Products 0.27 -
Entertainment 0.51 -
Diversified Metals 0.86 -
Retailing 1.32 -
Food Products 1.4 -
Auto Components 6.15 -
Commercial Services & Supplies 0.94 -
Household Products 1.13 -
Telecom - Services 0.69 -
Diversified 0.11 -
Consumable Fuels 0.56 -
Personal Products 1.15 -
Beverages 1.23 -
Automobiles 0.15 -
Other Utilities 0.82 -
Insurance 0.58 -
Agricultural, Commercial & Construction Vehicles 0.4 -
Ferrous Metals 0.16 -
Utilities - 8.02
Consumer Defensive - 7.73
Consumer Cyclical - 16.45
Financial Services - 6.05
Industrials - 32.99
Healthcare - 4.12
Basic Materials - 13.18
Technology - 2.63
Communication Services - 2.92
Real Estate - 0.83

Top Comparisons

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

3Y Returns6.4%

VS

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns16.57%

VS

Mirae Asset Midcap Fund - Regular Plan-Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option

3Y Returns14.41%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns7.01%

VS

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns6.59%

Compare Now

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns6.83%

VS

Canara Robeco Gilt Fund - Regular Plan - Growth Option Canara Robeco Gilt Fund - Regular Plan - Growth Option

3Y Returns6.65%

Compare Now
Add to Cart Successfully