Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

tortoise-icon DSP 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 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) ₹491 Cr ₹14996 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹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 3.13% 6.83%
6 Month -6.77% -2.96%
1 Year 5.59% 8.77%
3 Year 22.41% 21.24%
5 Year 33.51% 34.27%

SIP Return Analysis

Scheme Name LIC MF Small Cap Fund Regular - Growth DSP Small Cap Fund - Regular - Growth
6 Month -9% -5.54%
1 Year -24.44% -17.48%
3 Year 12.02% 12.49%
5 Year 19.24% 18.61%

Rolling Lumpsum Returns

Scheme Name LIC MF Small Cap Fund Regular - Growth DSP Small Cap Fund - Regular - Growth
1 Year 14.61% 18.05%
3 Year 24.75% 22.85%
5 Year 19.19% 21.75%

Risk Management

Scheme Name LIC MF Small Cap Fund Regular - Growth DSP Small Cap Fund - Regular - Growth
Standard Deviation 16.47% 18.367%
Sharp 0.817% 0.526%
Beta 0.823% 0.891%
Alpha 1.666% -1.492%

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 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 5.06 6.01
Small Cap 81.56 90.88
Mid Cap 10.58 3.1
Large Cap 2.81 -

Sector Allocation

Scheme Name

LIC MF Small Cap Fund Regular - Growth

DSP Small Cap Fund - Regular - Growth

Others 5.06 6.01
Utilities 8.02 0.17
Consumer Defensive 7.73 7.68
Consumer Cyclical 16.45 32
Financial Services 6.05 4.12
Industrials 32.99 16.34
Healthcare 4.12 8.42
Basic Materials 13.18 20.51
Technology 2.63 3.82
Communication Services 2.92 0.92
Real Estate 0.83 -

Top Comparisons

DSP Ultra Short Fund - Regular Plan - Growth DSP Ultra Short Fund - Regular Plan - Growth

3Y Returns6.58%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.28%

Compare Now

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns12.43%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns16.42%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns21.17%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns24.32%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns20.62%

VS

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

3Y Returns0%

Compare Now
Add to Cart Successfully