Canara Robeco Small Cap Fund vs LIC MF Small Cap Fund Regular compare

Canara Robeco Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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LIC MF Small Cap Fund Regular - Growth

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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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	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund	LIC MF Small Cap Fund Regular - Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹604 Cr	₹12588 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	21 Jun 2017	15 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	%	3%
Expense Ratio	2.42	1.7
Manager	Yogesh Patil	Shridatta Bhandwaldar
ISIN Code	INF397L01JW3	INF760K01JF9
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	Canara Robeco Small Cap Fund - Regular Plan - 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	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month	6.78%	2.68%
6 Month	18.38%	19.54%
1 Year	-8.67%	-7.12%
3 Year	16.56%	14.65%
5 Year	27.03%	26.63%

SIP Return Analysis

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month	5.1%	3.54%
1 Year	5.49%	7.56%
3 Year	17.19%	14.65%
5 Year	20.19%	18.64%

Rolling Lumpsum Returns

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year	12.25%	25.59%
3 Year	23.93%	31.02%
5 Year	21.05%	33.09%

Risk Management

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	18.31%	15.51%
Sharp	0.56%	0.56%
Beta	0.90%	0.78%
Alpha	-3.83%	-3.55%

Fund Managers

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name	Yogesh Patil	Shridatta Bhandwaldar
Total AUM	₹5898 Cr	₹69491 Cr
Funds Managed	7	12
	LIC MF Small Cap Fund Regular - Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Others	8.77	4.38
Large Cap	3.82	7.69
Small Cap	77.84	73.01
Mid Cap	9.57	14.93

Sector Allocation

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Others	8.77	3.34
Technology	6.07	3.28
Consumer Defensive	7.79	5.05
Basic Materials	11.99	9.85
Financial Services	6.74	20.93
Industrials	31.47	22.55
Healthcare	4.1	12.53
Consumer Cyclical	14.94	16.66
Utilities	6.52	1.79
Communication Services	1.54	1.06
Real Estate	0.07	2.09
Energy	-	0.86

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