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Edelweiss Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹619 Cr | ₹5330 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 21 Jun 2017 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 18% |
| Expense Ratio | 2.42 | 1.84 |
| Manager | Yogesh Patil | Trideep Bhattacharya |
| ISIN Code | INF397L01JW3 | INF754K01JJ4 |
| 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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.56% | -1.06% |
| 6 Month | -3.07% | -1.29% |
| 1 Year | -13.46% | -2.13% |
| 3 Year | 17.77% | 20.7% |
| 5 Year | 22.64% | 24.51% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.14% | 0.35% |
| 1 Year | 1.11% | 9.69% |
| 3 Year | 10.08% | 13.62% |
| 5 Year | 15.14% | 17.46% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.96% | 24.64% |
| 3 Year | 23.41% | 27.85% |
| 5 Year | 22.73% | 31.03% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.47% | 15.96% |
| Sharp | 0.56% | 0.79% |
| Beta | 0.88% | 0.79% |
| Alpha | -2.38% | 1.21% |
Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Yogesh Patil | Trideep Bhattacharya |
| Total AUM | ₹5898 Cr | ₹0 Cr |
| Funds Managed | 7 | 9 |
| LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.13 | 3.95 |
| Large Cap | 4.76 | - |
| Small Cap | 83.09 | 73.3 |
| Mid Cap | 6.02 | 22.75 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.32 | 2.51 |
| Technology | 6.47 | 7.38 |
| Consumer Defensive | 8.52 | 5.56 |
| Communication Services | 1.06 | - |
| Healthcare | 7.67 | 11.23 |
| Financial Services | 7.47 | 23.14 |
| Industrials | 31.13 | 14.72 |
| Consumer Cyclical | 14.95 | 18.74 |
| Utilities | 5.39 | 0 |
| Basic Materials | 14.5 | 14.63 |
| Real Estate | 0.53 | 2.08 |
| Energy | - | 0 |
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