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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) | ₹619 Cr | ₹26547 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹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 | -2.84% | -1.24% |
| 6 Month | -10.47% | -6.13% |
| 1 Year | -13.16% | 0.25% |
| 3 Year | 15.86% | 17.29% |
| 5 Year | 20.55% | 20.48% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -6.24% | -3.64% |
| 1 Year | -7.22% | 0.5% |
| 3 Year | 6.09% | 9.95% |
| 5 Year | 12.51% | 14.43% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 9.77% | 16.49% |
| 3 Year | 23.33% | 19.14% |
| 5 Year | 22.5% | 20.52% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.95% | 11.78% |
| Sharp | 0.66% | 0.83% |
| Beta | 0.86% | 0.7% |
| Alpha | -1.56% | 0.83% |
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 | 11.67 | 17.73 |
| Large Cap | 3.56 | 5.46 |
| Small Cap | 79.14 | 65.54 |
| Mid Cap | 5.63 | 11.28 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.69 | 8.17 |
| Technology | 4.87 | 8.76 |
| Consumer Defensive | 8.41 | 5.24 |
| Communication Services | 1.15 | 0.82 |
| Healthcare | 7.57 | 13.36 |
| Financial Services | 7.68 | 19.24 |
| Industrials | 33.8 | 16.17 |
| Consumer Cyclical | 13.83 | 11.52 |
| Utilities | 4.78 | 0.87 |
| Basic Materials | 14.45 | 10.52 |
| Real Estate | 0.78 | 4.38 |
| Energy | - | 0.95 |
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