Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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) ₹576 Cr ₹4580 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹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 2.83% 5.58%
6 Month -10.77% -1.03%
1 Year -2.73% 5.14%
3 Year 24% 26.96%
5 Year 31.88% 34.13%

SIP Return Analysis

Scheme Name LIC MF Small Cap Fund Regular - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month 8.89% 13.08%
1 Year -0.48% 11.47%
3 Year 19.19% 22.26%
5 Year 22.62% 24.42%

Rolling Lumpsum Returns

Scheme Name LIC MF Small Cap Fund Regular - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 13.14% 28.61%
3 Year 24.08% 29.3%
5 Year 20.35% 32.14%

Risk Management

Scheme Name LIC MF Small Cap Fund Regular - Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 19.31% 16.79%
Sharp 0.77% 0.94%
Beta 0.92% 0.81%
Alpha -2.81% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.06 3.2
Small Cap 81.56 67.63
Mid Cap 10.58 29.17
Large Cap 2.81 0

Sector Allocation

Scheme Name

LIC MF Small Cap Fund Regular - Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 5.06 3.2
Utilities 8.02 -
Consumer Defensive 7.73 6.61
Consumer Cyclical 16.45 16.79
Financial Services 6.05 17.15
Industrials 32.99 18.22
Healthcare 4.12 11.41
Basic Materials 13.18 11.9
Technology 2.63 11.49
Communication Services 2.92 -
Real Estate 0.83 3.21

Top Comparisons

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.92%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.91%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns29.75%

VS

Mahindra Manulife Small Cap Fund - Regular Plan - Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns7.03%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns7.58%

Compare Now

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns21.52%

VS

Axis Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

3Y Returns24.38%

Compare Now
Add to Cart Successfully