SBI Small Cap Fund vs LIC MF Small Cap Fund Regular compare
SBI Small Cap Fund - Regular Plan - Growth
Invest NowIDBI Small Cap Fund Growth Regular
Invest NowLIC MF Small Cap Fund Regular - Growth
Invest NowChart Comparison
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
---|---|---|---|
Fund | SBI 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 | Very High | Very High |
Asset Size (Cr) | ₹30837 Cr | ₹279 Cr | ₹279 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 05 Sep 2009 | 15 Jun 2017 | 15 Jun 2017 |
Category | Small Cap | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended | Open-ended |
Benchmark | BSE 250 SmallCap Index | NIFTY SMALLCAP 250 TRI | NIFTY SMALLCAP 250 TRI |
Turn Over | 9% | 12% | % |
Expense Ratio | 1.59 | 2.5 | 2.5 |
Manager | Pradeep Kesavan | Yogesh Patil | Yogesh Patil |
ISIN Code | INF200K01T28 | INF397L01JW3 | INF397L01JW3 |
Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
---|---|---|---|
1 Month | 5.41% | 6.78% | 6.78% |
6 Month | 31.82% | 47.43% | 47.43% |
1 Year | 38.68% | 56.19% | 56.19% |
3 Year | 23.94% | 28.29% | 28.29% |
5 Year | 30.34% | 31.64% | 31.64% |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 19.18% | 22.75% | 22.75% |
3 Year | 45.66% | 51.91% | 51.91% |
5 Year | 106.01% | 117.91% | 117.91% |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
---|---|---|---|
1 Year | 30.49% | 33.25% | 33.25% |
3 Year | 77.56% | 88.92% | 88.92% |
5 Year | 112.51% | 136.04% | 136.04% |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
---|---|---|---|
Standard Deviation | 11.59% | 13.95% | 13.95% |
Sharp | 1.34% | 1.37% | 1.37% |
Beta | 0.63% | 0.75% | 0.75% |
Alpha | 4.54% | 5.41% | 5.41% |
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Get Free Experts GuidanceScheme Name | SBI Small Cap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
---|---|---|---|
Name | Pradeep Kesavan | Yogesh Patil | Yogesh Patil |
Total AUM | ₹434274 Cr | ₹5898 Cr | ₹5898 Cr |
Fund Manage | 43 | 7 | 7 |
SBI Small Cap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|---|
Others | 12.89 | 7.86 | 8.48 |
Small Cap | 82.71 | 86.61 | 88.52 |
Mid Cap | 4.43 | 5.54 | 3.03 |
Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|---|
Others | 7.29 | 3.89 | 3.8 |
Financial | 18.36 | 2.86 | 2.51 |
Consumer Staples | 9.09 | 2.63 | 2.7 |
Services | 14.7 | 10.29 | 10.3 |
Chemicals | 5.15 | 4.19 | 5.92 |
Consumer Discretionary | 12.74 | 6.06 | 4.03 |
Metals & Mining | 4.48 | 3.31 | 1.96 |
Construction | 8.81 | 5.49 | 5.28 |
Materials | 4.67 | 10.99 | 10.42 |
Capital Goods | 11.06 | 32.95 | 36.32 |
Energy | 0.46 | 4.13 | 3.65 |
Automobile | 1.59 | 1.1 | 0.89 |
Textiles | 0.04 | 2.6 | 3.24 |
Healthcare | 1.59 | 6.1 | 5.94 |
Technology | - | 3.42 | 3.07 |
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