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DSP Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | DSP Small Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹632 Cr | ₹16496 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 21 Jun 2017 | 14 Jun 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 18% |
| Expense Ratio | 2.42 | 1.71 |
| Manager | Yogesh Patil | Vinit Sambre |
| ISIN Code | INF397L01JW3 | INF740K01797 |
| 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 | DSP 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 | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.62% | 1.08% |
| 6 Month | 10.87% | 15.59% |
| 1 Year | -6.81% | -0.53% |
| 3 Year | 17.83% | 20.22% |
| 5 Year | 27.77% | 26.35% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.35% | -1.3% |
| 1 Year | 5.23% | 8.56% |
| 3 Year | 14.14% | 15.09% |
| 5 Year | 17.88% | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 11.6% | 16.57% |
| 3 Year | 23.69% | 22.47% |
| 5 Year | 21.7% | 22.56% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 18.26% | 18.73% |
| Sharp | 0.64% | 0.73% |
| Beta | 0.88% | 0.92% |
| Alpha | -2.83% | -1.46% |
Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Name | Yogesh Patil | Vinit Sambre |
| Total AUM | ₹5898 Cr | ₹31142 Cr |
| Funds Managed | 7 | 3 |
| LIC MF Small Cap Fund Regular - Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 4.07 | 9.14 |
| Large Cap | 5.33 | - |
| Small Cap | 82.8 | 87.49 |
| Mid Cap | 7.81 | 3.37 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 2.9 | 9.14 |
| Technology | 7.3 | 3.19 |
| Consumer Defensive | 6.4 | 7.33 |
| Basic Materials | 15.65 | 17.05 |
| Communication Services | 0.72 | 0.78 |
| Healthcare | 6.91 | 8.95 |
| Financial Services | 6.66 | 6.44 |
| Industrials | 31.79 | 15.01 |
| Consumer Cyclical | 15.48 | 31.93 |
| Utilities | 6.18 | 0.18 |
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