Tata Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Tata Small Cap Fund-Regular Plan-Growth
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Fund | Tata 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) | ₹7868 Cr | ₹279 Cr | ₹279 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 02 Nov 2018 | 15 Jun 2017 | 15 Jun 2017 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Close Ended | Open Ended | Open-ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY SMALLCAP 250 TRI | NIFTY SMALLCAP 250 TRI |
| Turn Over | 4.59% | 12% | % |
| Expense Ratio | 1.72 | 2.5 | 2.5 |
| Manager | Chandraprakash Padiyar | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF277K015O2 | INF397L01JW3 | INF397L01JW3 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed 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 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Month | 3.8% | 6.78% | 6.78% |
| 6 Month | 27.62% | 47.43% | 47.43% |
| 1 Year | 48.69% | 56.19% | 56.19% |
| 3 Year | 28.4% | 28.29% | 28.29% |
| 5 Year | 34.43% | 31.64% | 31.64% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 17.89% | 22.75% | 22.75% |
| 3 Year | 50.59% | 51.91% | 51.91% |
| 5 Year | 124.15% | 117.91% | 117.91% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 34.72% | 33.25% | 33.25% |
| 3 Year | 93.09% | 88.92% | 88.92% |
| 5 Year | 137.56% | 136.04% | 136.04% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 13.28% | 13.95% | 13.95% |
| Sharp | 1.35% | 1.37% | 1.37% |
| Beta | 0.67% | 0.75% | 0.75% |
| Alpha | 5.5% | 5.41% | 5.41% |
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| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Name | Chandraprakash Padiyar | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹15627 Cr | ₹5898 Cr | ₹5898 Cr |
| Fund Manage | 3 | 7 | 7 |
| Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 6.71 | 7.86 | 8.48 |
| Small Cap | 91.58 | 86.61 | 88.52 |
| Mid Cap | 1.71 | 5.54 | 3.03 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 6.57 | 3.89 | 3.8 |
| Healthcare | 7.97 | 6.1 | 5.94 |
| Financial | 13.46 | 2.86 | 2.51 |
| Metals & Mining | 8.28 | 3.31 | 1.96 |
| Services | 13.52 | 10.29 | 10.3 |
| Technology | 5.24 | 3.42 | 3.07 |
| Consumer Staples | 7.52 | 2.63 | 2.7 |
| Materials | 6.51 | 10.99 | 10.42 |
| Capital Goods | 11.25 | 32.95 | 36.32 |
| Construction | 4.58 | 5.49 | 5.28 |
| Chemicals | 9.78 | 4.19 | 5.92 |
| Automobile | 1.54 | 1.1 | 0.89 |
| Consumer Discretionary | 1.31 | 6.06 | 4.03 |
| Textiles | 2.47 | 2.6 | 3.24 |
| Energy | - | 4.13 | 3.65 |
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