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SBI Small Cap Fund vs LIC MF Small Cap Fund Regular compare
SBI Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | SBI 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) | ₹31227 Cr | ₹491 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Sep 2009 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | % |
| Expense Ratio | 1.59 | 2.42 |
| Manager | Pradeep Kesavan | Yogesh Patil |
| ISIN Code | INF200K01T28 | INF397L01JW3 |
| Exits Load | SBI 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 | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 7.33% | 8.25% |
| 6 Month | -14.06% | -16.01% |
| 1 Year | 4.12% | 9.81% |
| 3 Year | 14.79% | 16.64% |
| 5 Year | 29.44% | 31.78% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.75% | -6.04% |
| 1 Year | -12.28% | -15.47% |
| 3 Year | 13.06% | 16.83% |
| 5 Year | 18.92% | 22.61% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 18.16% | 14.61% |
| 3 Year | 24.15% | 24.75% |
| 5 Year | 22.56% | 19.19% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 16.47% |
| Sharp | 0.54% | 0.817% |
| Beta | 0.7% | 0.823% |
| Alpha | 0.56% | 1.666% |
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Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Yogesh Patil |
| Total AUM | ₹434274 Cr | ₹5898 Cr |
| Funds Managed | 43 | 7 |
| SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 17.19 | 5.06 |
| Small Cap | 79.63 | 81.56 |
| Mid Cap | 3.18 | 10.58 |
| Large Cap | - | 2.81 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 17.19 | 5.06 |
| Consumer Defensive | 4.86 | 7.73 |
| Financial Services | 16.23 | 6.05 |
| Basic Materials | 10.95 | 13.18 |
| Consumer Cyclical | 18.64 | 16.45 |
| Industrials | 25.63 | 32.99 |
| Communication Services | 1.44 | 2.92 |
| Technology | 1.32 | 2.63 |
| Real Estate | 1.48 | 0.83 |
| Healthcare | 2.26 | 4.12 |
| Utilities | - | 8.02 |
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