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HDFC Small Cap Fund vs LIC MF Small Cap Fund Regular compare
HDFC Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹37753 Cr | ₹619 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 03 Apr 2008 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | % |
| Expense Ratio | 1.57 | 2.42 |
| Manager | Dhruv Muchhal | Yogesh Patil |
| ISIN Code | INF179KA1RZ8 | INF397L01JW3 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -4.51% | -6.98% |
| 6 Month | -6.02% | -10.72% |
| 1 Year | 7.69% | -6.09% |
| 3 Year | 19.58% | 16.02% |
| 5 Year | 23.11% | 20.43% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -7.9% | -11.52% |
| 1 Year | -6.56% | -19.01% |
| 3 Year | 7.16% | 2.03% |
| 5 Year | 14.7% | 10.31% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.58% | 9.77% |
| 3 Year | 20% | 23.33% |
| 5 Year | 17.76% | 22.5% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.17% | 13.95% |
| Sharp | 0.9% | 0.66% |
| Beta | 0.75% | 0.86% |
| Alpha | 2.04% | -1.56% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Yogesh Patil |
| Total AUM | ₹520687 Cr | ₹5898 Cr |
| Funds Managed | 40 | 7 |
| HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 10.95 | 11.67 |
| Small Cap | 73.82 | 79.14 |
| Mid Cap | 9.2 | 5.63 |
| Large Cap | 6.03 | 3.56 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 9.48 | 2.69 |
| Industrials | 21.94 | 33.8 |
| Consumer Cyclical | 18.99 | 13.83 |
| Consumer Defensive | 4.08 | 8.41 |
| Financial Services | 12.85 | 7.68 |
| Communication Services | 1.57 | 1.15 |
| Healthcare | 11.15 | 7.57 |
| Basic Materials | 7.21 | 14.45 |
| Technology | 12.73 | 4.87 |
| Utilities | - | 4.78 |
| Real Estate | - | 0.78 |
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