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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) | ₹619 Cr | ₹15969 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹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 | -4.53% | -4.78% |
| 6 Month | -9.65% | -10.46% |
| 1 Year | -6.9% | -3.53% |
| 3 Year | 16.8% | 17.25% |
| 5 Year | 20.92% | 22.96% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -11.52% | -10.89% |
| 1 Year | -19.01% | -17.62% |
| 3 Year | 2.03% | 1.38% |
| 5 Year | 10.31% | 11.2% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 9.77% | 15.08% |
| 3 Year | 23.33% | 22.21% |
| 5 Year | 22.5% | 17.17% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.95% | 14.69% |
| Sharp | 0.66% | 0.71% |
| Beta | 0.86% | 0.89% |
| Alpha | -1.56% | -1.18% |
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 | 11.67 | 8.13 |
| Large Cap | 3.56 | 2.09 |
| Small Cap | 79.14 | 71.77 |
| Mid Cap | 5.63 | 18.01 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.69 | 1.11 |
| Technology | 4.87 | 9.63 |
| Consumer Defensive | 8.41 | 4.39 |
| Communication Services | 1.15 | - |
| Healthcare | 7.57 | 10 |
| Financial Services | 7.68 | 22.65 |
| Industrials | 33.8 | 23.28 |
| Consumer Cyclical | 13.83 | 17.27 |
| Utilities | 4.78 | - |
| Basic Materials | 14.45 | 7.84 |
| Real Estate | 0.78 | 3.01 |
| Energy | - | 0.82 |
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