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Axis Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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tortoise-icon LIC MF Small Cap Fund Regular - Growth

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tortoise-icon Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹576 Cr ₹25062 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 3.17% 4.19%
6 Month -11.85% 0.58%
1 Year -6.4% 6.5%
3 Year 24.56% 24.78%
5 Year 31.87% 30.93%

SIP Return Analysis

Scheme Name LIC MF Small Cap Fund Regular - Growth Axis Small Cap Fund Regular Growth
6 Month 8.65% 12.78%
1 Year 0.21% 16.08%
3 Year 18.46% 21.43%
5 Year 22.1% 22.77%

Rolling Lumpsum Returns

Scheme Name LIC MF Small Cap Fund Regular - Growth Axis Small Cap Fund Regular Growth
1 Year 13.14% 18.22%
3 Year 24.08% 19.38%
5 Year 20.35% 19.81%

Risk Management

Scheme Name LIC MF Small Cap Fund Regular - Growth Axis Small Cap Fund Regular Growth
Standard Deviation 18.95% 11.78%
Sharp 0.92% 1.04%
Beta 0.92% 0.69%
Alpha -3.53% 1.72%

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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 3.91 12.65
Large Cap 4.18 3.7
Small Cap 80.66 67.57
Mid Cap 11.26 16.12

Sector Allocation

Scheme Name

LIC MF Small Cap Fund Regular - Growth

Axis Small Cap Fund Regular Growth

Others 3.51 12.65
Technology 6.16 -
Consumer Defensive 8.73 -
Consumer Cyclical 17.72 -
Financial Services 6.47 -
Industrials 29.89 -
Healthcare 3.85 -
Utilities 6.59 -
Basic Materials 13.84 -
Communication Services 2.83 -
Energy 0 -
Real Estate 0.41 -
Gas - 0.49
Capital Markets - 6.25
Auto Components - 5.94
IT - Services - 1.42
Pharmaceuticals & Biotechnology - 4.53
Retailing - 0.64
Banks - 4.37
Non - Ferrous Metals - 0.36
Healthcare Services - 6.58
Chemicals & Petrochemicals - 7.45
Paper, Forest & Jute Products - 0.2
IT - Software - 3.14
Electrical Equipment - 1.81
Aerospace & Defense - 1.83
Transport Services - 0.21
Textiles & Apparels - 0.72
Agricultural Food & other Products - 3.38
Industrial Products - 6.4
Consumer Durables - 5.16
Finance - 7.18
Construction - 2.77
Realty - 4.55
Agricultural, Commercial & Construction Vehicles - 0.13
Household Products - 1.11
Financial Technology (Fintech) - 1.68
Leisure Services - 1.67
Food Products - 1.18
Cement & Cement Products - 1.85
Industrial Manufacturing - 2.56
Commercial Services & Supplies - 0.54
Cigarettes & Tobacco Products - 0.22
Beverages - 0.56
Insurance - 0.51

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