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HSBC Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹604 Cr | ₹16536 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 21 Jun 2017 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 15% |
| Expense Ratio | 2.42 | 1.67 |
| Manager | Yogesh Patil | Venugopal Manghat |
| ISIN Code | INF397L01JW3 | INF917K01QC7 |
| 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 | HSBC 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 | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 7.92% | 5.42% |
| 6 Month | 19.59% | 21.22% |
| 1 Year | -7.54% | -7.48% |
| 3 Year | 17.97% | 20.11% |
| 5 Year | 27.44% | 29.58% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 5.1% | 3.74% |
| 1 Year | 5.49% | 5.14% |
| 3 Year | 17.19% | 15.77% |
| 5 Year | 20.19% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.25% | 16.64% |
| 3 Year | 23.93% | 22.95% |
| 5 Year | 21.05% | 16.64% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.31% | 18.19% |
| Sharp | 0.56% | 0.68% |
| Beta | 0.90% | 0.91% |
| Alpha | -3.83% | -1.90% |
Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Yogesh Patil | Venugopal Manghat |
| Total AUM | ₹5898 Cr | ₹41442 Cr |
| Funds Managed | 7 | 7 |
| LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.75 | 3.42 |
| Large Cap | 4.69 | 2.16 |
| Small Cap | 77.08 | 72.11 |
| Mid Cap | 9.48 | 22.31 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.72 | 3.42 |
| Technology | 6.3 | 8.65 |
| Consumer Defensive | 7.42 | 4.31 |
| Basic Materials | 13.71 | 11.06 |
| Communication Services | 1.75 | - |
| Healthcare | 5.53 | 7.18 |
| Financial Services | 6.62 | 16.18 |
| Industrials | 32.4 | 28.92 |
| Consumer Cyclical | 12.58 | 15.6 |
| Utilities | 5.99 | - |
| Real Estate | 0 | 3.79 |
| Energy | - | 0.9 |
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