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Tata Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Tata Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Tata 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) | ₹8883 Cr | ₹491 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Nov 2018 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | % |
| Expense Ratio | 1.7 | 2.42 |
| Manager | Chandraprakash Padiyar | Yogesh Patil |
| ISIN Code | INF277K015O2 | INF397L01JW3 |
| Exits Load | Tata 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 | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -5.55% | -10.2% |
| 6 Month | -16.71% | -19.57% |
| 1 Year | 9.56% | 7.1% |
| 3 Year | 23.02% | 18.72% |
| 5 Year | 28.08% | 24.93% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -14.19% | -17.16% |
| 1 Year | -18.81% | -24.21% |
| 3 Year | 16.14% | 13.76% |
| 5 Year | 24.09% | 21.72% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 28.19% | 14.61% |
| 3 Year | 29.82% | 24.75% |
| 5 Year | 28.63% | 19.19% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.464% | 16.47% |
| Sharp | 0.858% | 0.817% |
| Beta | 0.755% | 0.823% |
| Alpha | 2.46% | 1.666% |
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Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Yogesh Patil |
| Total AUM | ₹15627 Cr | ₹5898 Cr |
| Fund Manage | 3 | 7 |
| Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.71606 | 5.05575 |
| Small Cap | 87.43648 | 81.55742 |
| Mid Cap | 7.84743 | 10.5777 |
| Large Cap | - | 2.80915 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.17308 | 5.05575 |
| Healthcare | 10.90484 | 4.12189 |
| Basic Materials | 18.67055 | 13.18438 |
| Consumer Cyclical | 17.14654 | 16.45222 |
| Financial Services | 8.57292 | 6.05414 |
| Technology | 5.36707 | 2.63333 |
| Real Estate | 4.36032 | 0.82967 |
| Industrials | 24.31027 | 32.98663 |
| Consumer Defensive | 3.64561 | 7.73365 |
| Utilities | 0.84877 | 8.0238 |
| Communication Services | - | 2.92456 |
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