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

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tortoise-icon Tata Small Cap Fund Regular Growth

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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 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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