Nippon India Small Cap Fund vs LIC MF Small Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

Invest Now

tortoise-icon IDBI Small Cap Fund Growth Regular

Invest Now

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option 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) ₹56452 Cr ₹386 Cr ₹386 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 16 Sep 2010 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 23% 12% %
Expense Ratio 1.47 2.49 2.49
Manager Tejas Sheth Yogesh Patil Yogesh Patil
ISIN Code INF204K01HZ0 INF397L01JW3 INF397L01JW3
Exits Load Exit load of 1% if redeemed within 1 year./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

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month 4.18% 7.18% 7.18%
6 Month 4.26% 9.69% 9.69%
1 Year 28.57% 40.74% 40.74%
3 Year 27.85% 25.05% 25.05%
5 Year 35.74% 30.47% 30.47%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month - - -
1 Year 21.44% 34.84% 34.84%
3 Year 33.74% 33.36% 33.36%
5 Year 37.32% 33.92% 33.92%

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year 18.15% 13.13% 13.13%
3 Year 28.18% 25% 25%
5 Year 22.05% 15.83% 15.83%

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Standard Deviation 14.53% 13.95% 13.95%
Sharp 1.36% 1.14% 1.14%
Beta 0.79% 0.75% 0.75%
Alpha 7.17% 4.57% 4.57%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Name Tejas Sheth Yogesh Patil Yogesh Patil
Total AUM ₹89953 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 3 7 7
Nippon India Small Cap Fund - Growth Plan - Bonus Option IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 5.23 2.06 8.48
Small Cap 70 84.11 88.52
Large Cap 11.94 3.06 -
Mid Cap 12.83 10.8 3.03

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 5.23 2.06 3.8
IT - Services 2.62 2.2 -
Telecom - Equipment & Accessories 1.27 - -
Consumer Durables 7.21 3.29 -
Industrial Products 9.04 21.79 -
Textiles & Apparels 2.62 4.62 -
Electrical Equipment 7.25 7.8 -
Diversified FMCG 0.41 0.91 -
Pharmaceuticals & Biotechnology 4.89 4 -
Banks 5.79 - -
Realty 0.58 3.11 -
Chemicals & Petrochemicals 3.55 4.35 -
IT - Software 2.46 1.61 -
Leisure Services 1.54 1.5 -
Paper, Forest & Jute Products 1.08 - -
Industrial Manufacturing 2.63 3.95 -
Aerospace & Defense 1.69 - -
Transport Services 0.49 3.71 -
Cement & Cement Products 1.24 - -
Fertilizers & Agrochemicals 1.79 1.12 -
Capital Markets 4.66 1.72 -
Construction 3.26 2.43 5.28
Power 1.84 3.24 -
Media 0.08 0.41 -
IT - Hardware 0.06 - -
Healthcare Services 2.27 3.31 -
Agricultural Food & other Products 1.89 1.49 -
Finance 2.98 2.83 -
Other Consumer Services 1.15 - -
Petroleum Products 0.27 - -
Entertainment 0.51 1.98 -
Diversified Metals 0.86 - -
Retailing 1.32 3.69 -
Food Products 1.4 1.05 -
Auto Components 6.15 3.59 -
Commercial Services & Supplies 0.94 - -
Household Products 1.13 - -
Telecom - Services 0.69 - -
Diversified 0.11 - -
Consumable Fuels 0.56 - -
Personal Products 1.15 - -
Beverages 1.23 2.06 -
Automobiles 0.15 - -
Other Utilities 0.82 3.96 -
Insurance 0.58 0.54 -
Agricultural, Commercial & Construction Vehicles 0.4 - -
Ferrous Metals 0.16 - -
Gas - 1.71 -
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

Top Comparisons

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns16.13%

Compare Now

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.47%

VS

PGIM India Arbitrage Fund - Regular Plan - Growth PGIM India Arbitrage Fund - Regular Plan - Growth

3Y Returns5.75%

Compare Now

Bandhan Small Cap Fund - Regular Plan - Growth Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns29.05%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns22.9%

Compare Now

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns5.87%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns6.02%

Compare Now
Request call back
Add to Cart Successfully