LIC MF Small Cap Fund Regular vs Sundaram Small Cap Fund Regular Plan compare
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Fund | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹279 Cr | ₹279 Cr | ₹3333 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 15 Jun 2017 | 15 Jun 2017 | 10 Feb 2005 |
| 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 | 12% | % | 22% |
| Expense Ratio | 2.5 | 2.5 | 1.93 |
| Manager | Yogesh Patil | Yogesh Patil | Rohit Seksaria |
| ISIN Code | INF397L01JW3 | INF397L01JW3 | INF903J01470 |
| 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 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -6.03% | -6.03% | -8.27% |
| 6 Month | 12.53% | 12.53% | 6.18% |
| 1 Year | 39.51% | 39.51% | 21.82% |
| 3 Year | 21.98% | 21.98% | 17.73% |
| 5 Year | 28.59% | 28.59% | 26.71% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 36.81% | 36.81% | 22.27% |
| 3 Year | 32.15% | 32.15% | 28.41% |
| 5 Year | 33.16% | 33.16% | 30.37% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 13.13% | 13.13% | 16.53% |
| 3 Year | 25% | 25% | 17.99% |
| 5 Year | 15.83% | 15.83% | 15.23% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 13.95% | 13.95% | 14.09% |
| Sharp | 1.18% | 1.18% | 1% |
| Beta | 0.75% | 0.75% | 0.75% |
| Alpha | 5.15% | 5.15% | 1.64% |
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| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Rohit Seksaria |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹0 Cr |
| Fund Manage | 7 | 7 | 15 |
| IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 7.86 | 8.48 | 6.79 |
| Small Cap | 86.61 | 88.52 | 76.79 |
| Mid Cap | 5.54 | 3.03 | 8.71 |
| Large Cap | - | - | 7.72 |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 3.89 | 3.8 | 2.48 |
| Energy | 4.13 | 3.65 | 1.2 |
| Consumer Staples | 2.63 | 2.7 | 6.04 |
| Technology | 3.42 | 3.07 | 8.31 |
| Healthcare | 6.1 | 5.94 | 8.1 |
| Capital Goods | 32.95 | 36.32 | 10.59 |
| Textiles | 2.6 | 3.24 | 1.12 |
| Chemicals | 4.19 | 5.92 | 2.36 |
| Materials | 10.99 | 10.42 | 4.69 |
| Financial | 2.86 | 2.51 | 24.44 |
| Construction | 5.49 | 5.28 | 6.33 |
| Services | 10.29 | 10.3 | 11.54 |
| Consumer Discretionary | 6.06 | 4.03 | 5.01 |
| Metals & Mining | 3.31 | 1.96 | 2.72 |
| Automobile | 1.1 | 0.89 | 3.14 |
| Unclassified | - | - | 1.94 |
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