LIC MF Small Cap Fund Regular vs Tata Small Cap Fund compare
Tata Small Cap Fund-Regular Plan-Growth
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
| 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 | Average | Very High |
| Asset Size (Cr) | ₹9464 Cr | ₹386 Cr | ₹386 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 12 Nov 2018 | 21 Jun 2017 | 21 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 | 4.59% | 12% | % |
| Expense Ratio | 1.7 | 2.49 | 2.49 |
| Manager | Chandraprakash Padiyar | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF277K015O2 | INF397L01JW3 | 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 | LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -7.01% | -6.3% | -6.3% |
| 6 Month | 0.79% | 0.39% | 0.39% |
| 1 Year | 21.89% | 30.58% | 30.58% |
| 3 Year | 20.87% | 20.94% | 20.94% |
| 5 Year | 28.37% | 28.51% | 28.51% |
| 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 | 11.13% | 19.91% | 19.91% |
| 3 Year | 26.78% | 29.23% | 29.23% |
| 5 Year | 30.74% | 31.2% | 31.2% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 27.86% | 13.13% | 13.13% |
| 3 Year | 30.27% | 25% | 25% |
| 5 Year | 27.96% | 15.83% | 15.83% |
| 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% | 1.14% | 1.14% |
| Beta | 0.67% | 0.75% | 0.75% |
| Alpha | 5.5% | 4.57% | 4.57% |
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| 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 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 7.66 | 2.06 | 8.48 |
| Small Cap | 84.36 | 84.11 | 88.52 |
| Mid Cap | 7.98 | 10.8 | 3.03 |
| Large Cap | - | 3.06 | - |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 7.66 | 2.06 | 3.8 |
| Pharmaceuticals & Biotechnology | 5.08 | 4 | - |
| Industrial Products | 16.54 | 21.79 | - |
| Leisure Services | 3.28 | 1.5 | - |
| Healthcare Services | 4.07 | 3.31 | - |
| Banks | 4.78 | - | - |
| Capital Markets | 4.13 | 1.72 | - |
| IT - Software | 2.22 | 1.61 | - |
| Power | 0.1 | 3.24 | - |
| Consumer Durables | 4.02 | 3.29 | - |
| IT - Hardware | 1.77 | - | - |
| Transport Services | 2.04 | 3.71 | - |
| Household Products | 0.75 | - | - |
| Agricultural Food & other Products | 1.76 | 1.49 | - |
| Auto Components | 4.17 | 3.59 | - |
| Diversified | 3.31 | - | - |
| Realty | 4.93 | 3.11 | - |
| Chemicals & Petrochemicals | 9.99 | 4.35 | - |
| Retailing | 1.02 | 3.69 | - |
| Transport Infrastructure | 2.26 | - | - |
| Fertilizers & Agrochemicals | 1 | 1.12 | - |
| Other Construction Materials | 0.59 | - | - |
| Commercial Services & Supplies | 5.86 | - | - |
| Industrial Manufacturing | 2.04 | 3.95 | - |
| Textiles & Apparels | 2.34 | 4.62 | - |
| Ferrous Metals | 1.36 | - | - |
| Beverages | 2.93 | 2.06 | - |
| Food Products | - | 1.05 | - |
| Finance | - | 2.83 | - |
| IT - Services | - | 2.2 | - |
| Electrical Equipment | - | 7.8 | - |
| Media | - | 0.41 | - |
| Construction | - | 2.43 | 5.28 |
| Gas | - | 1.71 | - |
| Diversified FMCG | - | 0.91 | - |
| Insurance | - | 0.54 | - |
| Other Utilities | - | 3.96 | - |
| Entertainment | - | 1.98 | - |
| Energy | - | - | 3.65 |
| Consumer Staples | - | - | 2.7 |
| Technology | - | - | 3.07 |
| Healthcare | - | - | 5.94 |
| Capital Goods | - | - | 36.32 |
| Textiles | - | - | 3.24 |
| Chemicals | - | - | 5.92 |
| Materials | - | - | 10.42 |
| Financial | - | - | 2.51 |
| Services | - | - | 10.3 |
| Consumer Discretionary | - | - | 4.03 |
| Metals & Mining | - | - | 1.96 |
| Automobile | - | - | 0.89 |
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