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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 | 6.12% | 8.25% |
| 6 Month | -16.92% | -16.01% |
| 1 Year | 7.89% | 9.81% |
| 3 Year | 19.53% | 16.64% |
| 5 Year | 33.91% | 31.78% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -8.39% | -8.98% |
| 1 Year | -19% | -20.19% |
| 3 Year | 14.85% | 14.7% |
| 5 Year | 22.35% | 21.25% |
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 | 15.861% | 16.47% |
| Sharp | 0.793% | 0.817% |
| Beta | 0.736% | 0.823% |
| Alpha | 3.356% | 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 |
| Funds Managed | 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 | 7.03 | 5.06 |
| Small Cap | 84.22 | 81.56 |
| Mid Cap | 8.75 | 10.58 |
| Large Cap | - | 2.81 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 8.25 | 5.06 |
| Healthcare | 10.59 | 4.12 |
| Basic Materials | 18.16 | 13.18 |
| Consumer Cyclical | 15.97 | 16.45 |
| Financial Services | 8.32 | 6.05 |
| Technology | 5.85 | 2.63 |
| Real Estate | 3.86 | 0.83 |
| Industrials | 24.35 | 32.99 |
| Consumer Defensive | 3.84 | 7.73 |
| Utilities | 0.82 | 8.02 |
| Communication Services | - | 2.92 |
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