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

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

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LIC MF Small Cap Fund Regular - Growth

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Edelweiss Small Cap Fund - Regular Plan - 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	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹632 Cr	₹4921 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹500	₹100
Launch Date	21 Jun 2017	07 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	%	18%
Expense Ratio	2.42	1.84
Manager	Yogesh Patil	Trideep Bhattacharya
ISIN Code	INF397L01JW3	INF754K01JJ4
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	Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-1.27%	-0.84%
6 Month	10.69%	14.69%
1 Year	-9.87%	-4.91%
3 Year	18.08%	20.2%
5 Year	27.59%	28.65%

SIP Return Analysis

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	2.5%	1.1%
1 Year	5.11%	8.41%
3 Year	15.38%	16.17%
5 Year	18.78%	19.4%

Rolling Lumpsum Returns

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	11.6%	26.11%
3 Year	23.69%	28.51%
5 Year	21.7%	32.22%

Risk Management

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	18.26%	15.87%
Sharp	0.62%	0.81%
Beta	0.90%	0.80%
Alpha	-3.40%	-0.32%

Fund Managers

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Yogesh Patil	Trideep Bhattacharya
Total AUM	₹5898 Cr	₹0 Cr
Funds Managed	7	9
	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	8.75	3.21
Large Cap	4.69	-
Small Cap	77.08	71.89
Mid Cap	9.48	24.9

Sector Allocation

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	7.72	3.1
Technology	6.3	8.21
Consumer Defensive	7.42	5.95
Basic Materials	13.71	15.73
Communication Services	1.75	-
Healthcare	5.53	10.65
Financial Services	6.62	17.07
Industrials	32.4	15.29
Consumer Cyclical	12.58	21.24
Utilities	5.99	1.03
Real Estate	0	1.13
Energy	-	0.62

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