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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) | ₹647 Cr | ₹5297 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 | -5.24% | -2.94% |
| 6 Month | -0.59% | 1.54% |
| 1 Year | -13.96% | -4.82% |
| 3 Year | 15.13% | 18.45% |
| 5 Year | 23.78% | 24.96% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.18% | 0.04% |
| 1 Year | 0.67% | 9.38% |
| 3 Year | 11.65% | 14.8% |
| 5 Year | 16.21% | 18.3% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.25% | 24.81% |
| 3 Year | 23.45% | 27.98% |
| 5 Year | 22.65% | 31.2% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.26% | 15.89% |
| Sharp | 0.64% | 0.84% |
| Beta | 0.88% | 0.79% |
| Alpha | -2.83% | 0.18% |
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 | 7.13 | 2.2 |
| Large Cap | 4.3 | - |
| Small Cap | 82.03 | 74.36 |
| Mid Cap | 6.54 | 23.44 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.11 | 1.8 |
| Technology | 7.49 | 7.78 |
| Consumer Defensive | 8.55 | 5.66 |
| Communication Services | 0.9 | - |
| Healthcare | 7.15 | 11.44 |
| Financial Services | 7.05 | 21.14 |
| Industrials | 30.11 | 15.38 |
| Consumer Cyclical | 14.55 | 18.62 |
| Utilities | 6.09 | 0.97 |
| Basic Materials | 14.97 | 15.07 |
| Real Estate | 0.02 | 1.43 |
| Energy | - | 0.73 |
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