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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) | ₹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% | - |
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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 |
| 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 |
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