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Axis Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹632 Cr | ₹25975 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 21 Jun 2017 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 5% |
| Expense Ratio | 2.42 | 1.61 |
| Manager | Yogesh Patil | Shreyash Devalkar |
| ISIN Code | INF397L01JW3 | INF846K01K01 |
| Exits Load | LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis 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 | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -1.67% | 0.76% |
| 6 Month | 9.63% | 10.03% |
| 1 Year | -9.66% | 1.13% |
| 3 Year | 17.07% | 18.8% |
| 5 Year | 26.66% | 25.33% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.01% | 1.12% |
| 1 Year | 2.95% | 10.71% |
| 3 Year | 13.28% | 15.59% |
| 5 Year | 17.12% | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 11.6% | 17.27% |
| 3 Year | 23.69% | 19.6% |
| 5 Year | 21.7% | 20.16% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.26% | 14.20% |
| Sharp | 0.64% | 0.87% |
| Beta | 0.88% | 0.70% |
| Alpha | -2.83% | 0.71% |
Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Yogesh Patil | Shreyash Devalkar |
| Total AUM | ₹5898 Cr | ₹166770 Cr |
| Funds Managed | 7 | 14 |
| LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.07 | 14.56 |
| Large Cap | 5.33 | 3.37 |
| Small Cap | 82.8 | 68.95 |
| Mid Cap | 7.81 | 13.12 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.9 | 10.82 |
| Technology | 7.3 | 8.99 |
| Consumer Defensive | 6.4 | 5.22 |
| Basic Materials | 15.65 | 11.37 |
| Communication Services | 0.72 | 0.91 |
| Healthcare | 6.91 | 13.47 |
| Financial Services | 6.66 | 17.03 |
| Industrials | 31.79 | 16.2 |
| Consumer Cyclical | 15.48 | 11.15 |
| Utilities | 6.18 | 0.58 |
| Real Estate | - | 4.25 |
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