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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) | ₹618 Cr | ₹26143 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 | -4.74% | -2.27% |
| 6 Month | 7.82% | 15.25% |
| 1 Year | -8.7% | 2.71% |
| 3 Year | 18.16% | 20.01% |
| 5 Year | 28.07% | 27.1% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.4% | 3.96% |
| 1 Year | -9.06% | 4.8% |
| 3 Year | 13.45% | 16.85% |
| 5 Year | 18.54% | 19.59% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.25% | 17.75% |
| 3 Year | 23.93% | 19.97% |
| 5 Year | 21.05% | 20% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.55% | 11.78% |
| Sharp | 0.78% | 1.05% |
| Beta | 0.91% | 0.69% |
| Alpha | -2.82% | 1.3% |
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 | 8.77 | 14.09 |
| Large Cap | 3.82 | 3.74 |
| Small Cap | 77.84 | 68.76 |
| Mid Cap | 9.57 | 13.42 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.77 | 10.43 |
| Technology | 6.07 | 6.39 |
| Consumer Defensive | 7.79 | 5.49 |
| Basic Materials | 11.99 | 12.07 |
| Financial Services | 6.74 | 17.62 |
| Industrials | 31.47 | 18.08 |
| Healthcare | 4.1 | 14.1 |
| Consumer Cyclical | 14.94 | 10.06 |
| Utilities | 6.52 | 0.6 |
| Communication Services | 1.54 | 0.91 |
| Real Estate | 0.07 | 4.26 |
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