HDFC Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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HDFC Small Cap Fund Regular Growth

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LIC MF Small Cap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹35781 Cr	₹605 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
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

Scheme Name	HDFC Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
1 Month	-1.03%	-1.83%
6 Month	9.81%	-1.55%
1 Year	0.21%	-8.22%
3 Year	24.72%	19.56%
5 Year	32.78%	30.21%

Scheme Name	HDFC Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
6 Month	10.8%	7.07%
1 Year	11.18%	-3.02%
3 Year	19.25%	16.07%
5 Year	23.07%	20.29%

Scheme Name	HDFC Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
1 Year	15.84%	12.25%
3 Year	19.76%	23.93%
5 Year	17.3%	21.05%

Scheme Name	HDFC Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
Standard Deviation	15.99%	18.95%
Sharp	1.30%	0.92%
Beta	0.80%	0.92%
Alpha	2.79%	-3.53%

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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

Scheme Name	HDFC Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
Others	7.22	3.81
Small Cap	80.6	81.85
Mid Cap	8.23	10.27
Large Cap	3.95	4.06

Scheme Name	HDFC Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
Others	6.62	3.81
Industrials	23.98	35.49
Consumer Cyclical	17.8	16.11
Consumer Defensive	1.93	7.4
Financial Services	14.12	7.32
Communication Services	1.81	1.78
Healthcare	12.19	3.57
Basic Materials	7.29	12.59
Utilities	0.37	6.35
Technology	13.89	5.13
Real Estate	-	0.45