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 Risk | Very High Risk |
Asset Size (Cr) | ₹491 Cr | ₹4171 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 | -17.14% | -11.9% |
6 Month | -16.38% | -13.5% |
1 Year | 3.64% | 1.7% |
3 Year | 16.1% | 16.96% |
5 Year | 23.16% | 25.25% |
SIP Return Analysis
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -16.12% | -14.41% |
3 Year | 15.41% | 15.69% |
5 Year | 22.85% | 23.4% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.61% | 30.2% |
3 Year | 24.75% | 30.38% |
5 Year | 19.19% | 31.61% |
Risk Management
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.95% | 14.15% |
Sharp | 1.14% | 1.2% |
Beta | 0.75% | 0.77% |
Alpha | 4.57% | 3.34% |
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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 |
Fund Manage | 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 | 8.48 | 2.77 |
Small Cap | 88.52 | 71.43 |
Mid Cap | 3.03 | 25.8 |
Sector Allocation
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.8 | 1.46 |
Energy | 3.65 | - |
Consumer Staples | 2.7 | 5.37 |
Technology | 3.07 | 5.85 |
Healthcare | 5.94 | 9.88 |
Capital Goods | 36.32 | 17.27 |
Textiles | 3.24 | 3.42 |
Chemicals | 5.92 | 2.15 |
Materials | 10.42 | 5.99 |
Financial | 2.51 | 15.79 |
Construction | 5.28 | 10.09 |
Services | 10.3 | 8.82 |
Consumer Discretionary | 4.03 | 3.13 |
Metals & Mining | 1.96 | 4.26 |
Automobile | 0.89 | 5.09 |
Communication | - | 1.43 |
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