SBI Small Cap Fund vs LIC MF Small Cap Fund Regular compare
SBI Small Cap Fund - Regular Plan - Growth
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Chart 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 | Average | 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 | 09 May 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 | -3.14% | -2.1% | -2.1% |
| 6 Month | 12.54% | 19.61% | 19.61% |
| 1 Year | 35.78% | 48.14% | 48.14% |
| 3 Year | 19.65% | 23.89% | 23.89% |
| 5 Year | 27.05% | 28.88% | 28.88% |
| 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 | 18.09% | 12.64% | 12.64% |
| 3 Year | 24.44% | 24.96% | 24.96% |
| 5 Year | 22.43% | 15.85% | 15.85% |
| 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 | 1.29% | 1.28% | 1.28% |
| Beta | 0.63% | 0.75% | 0.75% |
| Alpha | 4.84% | 5.14% | 5.14% |
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| Scheme 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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