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

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LIC MF Small Cap Fund Regular - Growth

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Axis 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	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)	₹647 Cr	₹27066 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹200	₹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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
1 Month	-5.36%	-3.58%
6 Month	-2.73%	-0.65%
1 Year	-15.3%	-3.65%
3 Year	14.64%	16.89%
5 Year	23.41%	22.38%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
6 Month	-4.16%	-1.59%
1 Year	-3.32%	6.03%
3 Year	9.51%	12.95%
5 Year	14.63%	16.23%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
1 Year	10.25%	16.83%
3 Year	23.45%	19.37%
5 Year	22.65%	20.47%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	18.47%	14.32%
Sharp	0.56%	0.78%
Beta	0.88%	0.70%
Alpha	-2.38%	1.03%

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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
Others	7.13	9.46
Large Cap	4.3	5.1
Small Cap	82.03	67.19
Mid Cap	6.54	18.26

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
Others	3.11	9.46
Technology	7.49	-
Consumer Defensive	8.55	-
Communication Services	0.9	-
Healthcare	7.15	-
Financial Services	7.05	-
Industrials	30.11	-
Consumer Cyclical	14.55	-
Utilities	6.09	-
Basic Materials	14.97	-
Real Estate	0.02	-
Petroleum Products	-	0.44
Gas	-	0.55
Capital Markets	-	5.63
Auto Components	-	5.88
IT - Services	-	1.73
Pharmaceuticals & Biotechnology	-	6.39
Electrical Equipment	-	2.85
Retailing	-	1.15
Banks	-	5.2
Non - Ferrous Metals	-	0.45
Healthcare Services	-	5.78
Chemicals & Petrochemicals	-	8.03
Paper, Forest & Jute Products	-	0.16
IT - Software	-	2.55
Industrial Manufacturing	-	3.45
Aerospace & Defense	-	1.31
Consumer Durables	-	4.88
Diversified Metals	-	0.35
Industrial Products	-	5.77
Transport Services	-	0.43
Textiles & Apparels	-	0.82
Agricultural Food & other Products	-	3.12
Finance	-	7.38
Construction	-	2.75
Realty	-	4.47
Agricultural, Commercial & Construction Vehicles	-	0.02
Household Products	-	1.18
Financial Technology (Fintech)	-	1.5
Leisure Services	-	1.76
Power	-	0.32
Food Products	-	1
Cement & Cement Products	-	1.75
Commercial Services & Supplies	-	0.46
Cigarettes & Tobacco Products	-	0.02
Beverages	-	0.64
Insurance	-	0.38