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) | ₹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% |
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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 |
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