LIC MF Small Cap Fund Regular vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Fund | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8883 Cr | ₹491 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 12 Nov 2018 | 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 | 4.59% | % |
Expense Ratio | 1.7 | 2.42 |
Manager | Chandraprakash Padiyar | Yogesh Patil |
ISIN Code | INF277K015O2 | INF397L01JW3 |
Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
1 Month | 8.62% | 9.64% |
6 Month | -17.56% | -19.1% |
1 Year | 11.84% | 11.6% |
3 Year | 21.09% | 16.44% |
5 Year | 36.13% | 33.7% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
6 Month | -10.82% | -13.87% |
1 Year | -15.99% | -20.68% |
3 Year | 17.11% | 15.61% |
5 Year | 24.2% | 22.33% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
1 Year | 28.19% | 14.61% |
3 Year | 29.82% | 24.75% |
5 Year | 28.63% | 19.19% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | 15.861% | 16.47% |
Sharp | 0.793% | 0.817% |
Beta | 0.736% | 0.823% |
Alpha | 3.356% | 1.666% |
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Fund Managers
Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Name | Chandraprakash Padiyar | Yogesh Patil |
Total AUM | ₹15627 Cr | ₹5898 Cr |
Funds Managed | 3 | 7 |
Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Others | 4.72 | 5.06 |
Small Cap | 87.44 | 81.56 |
Mid Cap | 7.85 | 10.58 |
Large Cap | - | 2.81 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Others | 6.17 | 5.06 |
Healthcare | 10.9 | 4.12 |
Basic Materials | 18.67 | 13.18 |
Consumer Cyclical | 17.15 | 16.45 |
Financial Services | 8.57 | 6.05 |
Technology | 5.37 | 2.63 |
Real Estate | 4.36 | 0.83 |
Industrials | 24.31 | 32.99 |
Consumer Defensive | 3.65 | 7.73 |
Utilities | 0.85 | 8.02 |
Communication Services | - | 2.92 |
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