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 | -0.85% | 3.44% | 3.44% |
| 6 Month | 20.81% | 20.05% | 20.05% |
| 1 Year | 39.01% | 45.62% | 45.62% |
| 3 Year | 26.29% | 25.44% | 25.44% |
| 5 Year | 32.24% | 30.48% | 30.48% |
| 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 | 36.13% | 28.48% | 28.48% |
| 3 Year | 34.61% | 30.87% | 30.87% |
| 5 Year | 35.69% | 32.59% | 32.59% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 27.86% | 13.13% | 13.13% |
| 3 Year | 30.27% | 25% | 25% |
| 5 Year | 27.96% | 15.83% | 15.83% |
| 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% | 1.18% | 1.18% |
| Beta | 0.67% | 0.75% | 0.75% |
| Alpha | 5.5% | 5.15% | 5.15% |
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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 | 2.06 | 8.48 |
| Small Cap | 91.58 | 84.11 | 88.52 |
| Mid Cap | 1.71 | 10.8 | 3.03 |
| Large Cap | - | 3.06 | - |
| 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 | 2.06 | 3.8 |
| Healthcare | 7.97 | - | 5.94 |
| Financial | 13.46 | - | 2.51 |
| Metals & Mining | 8.28 | - | 1.96 |
| Services | 13.52 | - | 10.3 |
| Technology | 5.24 | - | 3.07 |
| Consumer Staples | 7.52 | - | 2.7 |
| Materials | 6.51 | - | 10.42 |
| Capital Goods | 11.25 | - | 36.32 |
| Construction | 4.58 | 2.43 | 5.28 |
| Chemicals | 9.78 | - | 5.92 |
| Automobile | 1.54 | - | 0.89 |
| Consumer Discretionary | 1.31 | - | 4.03 |
| Textiles | 2.47 | - | 3.24 |
| Food Products | - | 1.05 | - |
| Industrial Products | - | 21.79 | - |
| Healthcare Services | - | 3.31 | - |
| Finance | - | 2.83 | - |
| Textiles & Apparels | - | 4.62 | - |
| Chemicals & Petrochemicals | - | 4.35 | - |
| Pharmaceuticals & Biotechnology | - | 4 | - |
| IT - Services | - | 2.2 | - |
| Electrical Equipment | - | 7.8 | - |
| Realty | - | 3.11 | - |
| Media | - | 0.41 | - |
| Auto Components | - | 3.59 | - |
| Fertilizers & Agrochemicals | - | 1.12 | - |
| Power | - | 3.24 | - |
| Gas | - | 1.71 | - |
| Diversified FMCG | - | 0.91 | - |
| Agricultural Food & other Products | - | 1.49 | - |
| IT - Software | - | 1.61 | - |
| Transport Services | - | 3.71 | - |
| Capital Markets | - | 1.72 | - |
| Insurance | - | 0.54 | - |
| Consumer Durables | - | 3.29 | - |
| Beverages | - | 2.06 | - |
| Other Utilities | - | 3.96 | - |
| Industrial Manufacturing | - | 3.95 | - |
| Retailing | - | 3.69 | - |
| Leisure Services | - | 1.5 | - |
| Entertainment | - | 1.98 | - |
| Energy | - | - | 3.65 |
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