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

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

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LIC MF Small Cap Fund Regular - Growth

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DSP 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	DSP Small Cap Fund - Regular - Growth
Fund	LIC MF Small Cap Fund Regular - Growth	DSP Small Cap Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹619 Cr	₹16935 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹200	₹100
Min Addl Investment	₹500	₹100
Launch Date	21 Jun 2017	14 Jun 2007
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	%	18%
Expense Ratio	2.42	1.71
Manager	Yogesh Patil	Vinit Sambre
ISIN Code	INF397L01JW3	INF740K01797
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	DSP Small Cap Fund - Regular Plan - 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	DSP Small Cap Fund - Regular - Growth
1 Month	-6.98%	-6.25%
6 Month	-10.72%	-7.4%
1 Year	-6.09%	5.97%
3 Year	16.02%	18.5%
5 Year	20.43%	21.03%

SIP Return Analysis

Scheme Name	LIC MF Small Cap Fund Regular - Growth	DSP Small Cap Fund - Regular - Growth
6 Month	-11.52%	-7.09%
1 Year	-19.01%	-6.86%
3 Year	2.03%	7.54%
5 Year	10.31%	13.53%

Rolling Lumpsum Returns

Scheme Name	LIC MF Small Cap Fund Regular - Growth	DSP Small Cap Fund - Regular - Growth
1 Year	9.77%	14.64%
3 Year	23.33%	21.47%
5 Year	22.5%	22.2%

Risk Management

Scheme Name	LIC MF Small Cap Fund Regular - Growth	DSP Small Cap Fund - Regular - Growth
Standard Deviation	13.95%	15.87%
Sharp	0.66%	0.76%
Beta	0.86%	0.89%
Alpha	-1.56%	0.14%

Fund Managers

Scheme Name	LIC MF Small Cap Fund Regular - Growth	DSP Small Cap Fund - Regular - Growth
Name	Yogesh Patil	Vinit Sambre
Total AUM	₹5898 Cr	₹31142 Cr
Funds Managed	7	3
	LIC MF Small Cap Fund Regular - Growth	DSP Small Cap Fund - Regular - Growth

Market Cap

Scheme Name	LIC MF Small Cap Fund Regular - Growth	DSP Small Cap Fund - Regular - Growth
Others	11.67	7.14
Large Cap	3.56	-
Small Cap	79.14	88.97
Mid Cap	5.63	3.9

Sector Allocation

Scheme Name	LIC MF Small Cap Fund Regular - Growth	DSP Small Cap Fund - Regular - Growth
Others	2.69	5.92
Technology	4.87	3.56
Consumer Defensive	8.41	7.19
Communication Services	1.15	0.66
Healthcare	7.57	10.27
Financial Services	7.68	7.42
Industrials	33.8	15.19
Consumer Cyclical	13.83	33.5
Utilities	4.78	0.14
Basic Materials	14.45	16.16
Real Estate	0.78	-

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