Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

tortoise-icon HSBC Small Cap Fund Regular Growth

Invest Now

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.06 3.74
Small Cap 81.56 72.68
Mid Cap 10.58 21
Large Cap 2.81 2.59

Sector Allocation

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

Top Comparisons

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns21.24%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns32.55%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns19.63%

VS

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns18.31%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns26.73%

VS

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns17.81%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns27.3%

VS

Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns18.57%

Compare Now
Add to Cart Successfully