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LIC MF Small Cap Fund Regular vs Axis Small Cap Fund compare
LIC MF Small Cap Fund Regular - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹632 Cr | ₹25975 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 21 Jun 2017 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 5% |
| Expense Ratio | 2.42 | 1.61 |
| Manager | Yogesh Patil | Shreyash Devalkar |
| ISIN Code | INF397L01JW3 | INF846K01K01 |
| 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 | Axis 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 | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -1.27% | -0.76% |
| 6 Month | 10.69% | 13.17% |
| 1 Year | -9.87% | -2.07% |
| 3 Year | 18.08% | 18.88% |
| 5 Year | 27.59% | 25.74% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.5% | 1.38% |
| 1 Year | 5.11% | 9.84% |
| 3 Year | 15.38% | 16.12% |
| 5 Year | 18.78% | 18.52% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 11.6% | 17.27% |
| 3 Year | 23.69% | 19.6% |
| 5 Year | 21.7% | 20.16% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.26% | 11.78% |
| Sharp | 0.62% | 0.85% |
| Beta | 0.90% | 0.7% |
| Alpha | -3.40% | 0.23% |
Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Yogesh Patil | Shreyash Devalkar |
| Total AUM | ₹5898 Cr | ₹166770 Cr |
| Funds Managed | 7 | 14 |
| LIC MF Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.75 | 14.44 |
| Large Cap | 4.69 | 3.77 |
| Small Cap | 77.08 | 68.87 |
| Mid Cap | 9.48 | 12.92 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.72 | 10.75 |
| Technology | 6.3 | 9.12 |
| Consumer Defensive | 7.42 | 5.54 |
| Basic Materials | 13.71 | 11.55 |
| Communication Services | 1.75 | 0.91 |
| Healthcare | 5.53 | 13.96 |
| Financial Services | 6.62 | 17.07 |
| Industrials | 32.4 | 16.08 |
| Consumer Cyclical | 12.58 | 10.3 |
| Utilities | 5.99 | 0.57 |
| Real Estate | 0 | 4.16 |
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