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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) | ₹38412 Cr | ₹647 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 | -3.69% | -5.36% |
| 6 Month | 1.51% | -2.73% |
| 1 Year | -3.32% | -15.3% |
| 3 Year | 19.56% | 14.64% |
| 5 Year | 25.82% | 23.41% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.16% | -2.18% |
| 1 Year | 12.89% | 0.67% |
| 3 Year | 15.11% | 11.65% |
| 5 Year | 19.53% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.92% | 10.25% |
| 3 Year | 20.01% | 23.45% |
| 5 Year | 17.67% | 22.65% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.31% | 18.26% |
| Sharp | 1.02% | 0.64% |
| Beta | 0.76% | 0.88% |
| Alpha | 2.98% | -2.83% |
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 | 11.15 | 7.13 |
| Small Cap | 74.68 | 82.03 |
| Mid Cap | 9.02 | 6.54 |
| Large Cap | 5.15 | 4.3 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 10.41 | 3.11 |
| Industrials | 21.41 | 30.11 |
| Consumer Cyclical | 18.78 | 14.55 |
| Consumer Defensive | 3.31 | 8.55 |
| Financial Services | 11.86 | 7.05 |
| Communication Services | 1.87 | 0.9 |
| Healthcare | 12.32 | 7.15 |
| Basic Materials | 6.64 | 14.97 |
| Technology | 13.39 | 7.49 |
| Utilities | - | 6.09 |
| Real Estate | - | 0.02 |
Top Comparisons
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