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

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LIC MF Small Cap Fund Regular - Growth

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HSBC 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	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)	₹491 Cr	₹15453 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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
1 Month	2.48%	7.55%
6 Month	-11.68%	-10.92%
1 Year	7.36%	2.56%
3 Year	21.78%	23.5%
5 Year	32.72%	36.59%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
6 Month	-9%	-5.79%
1 Year	-24.44%	-20.41%
3 Year	12.02%	12.87%
5 Year	19.24%	21.26%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
1 Year	14.61%	19.2%
3 Year	24.75%	23.02%
5 Year	19.19%	15.83%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	16.47%	18.203%
Sharp	0.817%	0.572%
Beta	0.823%	0.882%
Alpha	1.666%	-0.639%

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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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
Others	5.06	3.74
Small Cap	81.56	72.68
Mid Cap	10.58	21
Large Cap	2.81	2.59

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
Others	5.06	6.47
Utilities	8.02	-
Consumer Defensive	7.73	3.38
Consumer Cyclical	16.45	16.29
Financial Services	6.05	14.59
Industrials	32.99	27.7
Healthcare	4.12	4.47
Basic Materials	13.18	10.53
Technology	2.63	9.98
Communication Services	2.92	-
Real Estate	0.83	5.2
Energy	-	1.4