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

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tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

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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 Tata Small Cap Fund-Regular Plan-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Fund Tata Small Cap Fund-Regular Plan-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) ₹7868 Cr ₹279 Cr ₹279 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 02 Nov 2018 15 Jun 2017 15 Jun 2017
Category Small Cap Small Cap Small Cap
Fund Type Close Ended Open Ended Open-ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over 4.59% 12% %
Expense Ratio 1.72 2.5 2.5
Manager Chandraprakash Padiyar Yogesh Patil Yogesh Patil
ISIN Code INF277K015O2 INF397L01JW3 INF397L01JW3
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed 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 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month 3.8% -3.16% -3.16%
6 Month 27.62% 20.98% 20.98%
1 Year 48.69% 51.96% 51.96%
3 Year 28.4% 25.48% 25.48%
5 Year 34.43% 28.97% 28.97%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month - - -
1 Year 17.89% 22.75% 22.75%
3 Year 50.59% 51.91% 51.91%
5 Year 124.15% 117.91% 117.91%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year 27.81% 12.64% 12.64%
3 Year 30.42% 24.96% 24.96%
5 Year 27.93% 15.85% 15.85%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Standard Deviation 13.28% 13.95% 13.95%
Sharp 1.35% 1.28% 1.28%
Beta 0.67% 0.75% 0.75%
Alpha 5.5% 5.14% 5.14%

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Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Name Chandraprakash Padiyar Yogesh Patil Yogesh Patil
Total AUM ₹15627 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 3 7 7
Tata Small Cap Fund-Regular Plan-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 6.71 7.86 8.48
Small Cap 91.58 86.61 88.52
Mid Cap 1.71 5.54 3.03

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 6.57 3.89 3.8
Healthcare 7.97 6.1 5.94
Financial 13.46 2.86 2.51
Metals & Mining 8.28 3.31 1.96
Services 13.52 10.29 10.3
Technology 5.24 3.42 3.07
Consumer Staples 7.52 2.63 2.7
Materials 6.51 10.99 10.42
Capital Goods 11.25 32.95 36.32
Construction 4.58 5.49 5.28
Chemicals 9.78 4.19 5.92
Automobile 1.54 1.1 0.89
Consumer Discretionary 1.31 6.06 4.03
Textiles 2.47 2.6 3.24
Energy - 4.13 3.65

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