- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
LIC MF Small Cap Fund Regular vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36353 Cr | ₹618 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 03 Apr 2008 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | % |
| Expense Ratio | 1.57 | 2.42 |
| Manager | Dhruv Muchhal | Yogesh Patil |
| ISIN Code | INF179KA1RZ8 | INF397L01JW3 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF 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 | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.05% | -4.87% |
| 6 Month | 19.41% | 9.52% |
| 1 Year | 2.33% | -8.57% |
| 3 Year | 24.5% | 18.12% |
| 5 Year | 30.74% | 28.15% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 7.54% | 0.4% |
| 1 Year | 9.68% | -9.06% |
| 3 Year | 18.16% | 13.45% |
| 5 Year | 22.21% | 18.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.84% | 12.25% |
| 3 Year | 19.76% | 23.93% |
| 5 Year | 17.3% | 21.05% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.41% | 18.55% |
| Sharp | 1.16% | 0.78% |
| Beta | 0.78% | 0.91% |
| Alpha | 3.15% | -2.82% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Yogesh Patil |
| Total AUM | ₹520687 Cr | ₹5898 Cr |
| Funds Managed | 40 | 7 |
| HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 9.49 | 8.77 |
| Small Cap | 78.55 | 77.84 |
| Mid Cap | 8.23 | 9.57 |
| Large Cap | 3.74 | 3.82 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 8.93 | 8.77 |
| Industrials | 23.59 | 31.47 |
| Consumer Cyclical | 18.21 | 14.94 |
| Consumer Defensive | 2.24 | 7.79 |
| Financial Services | 11.31 | 6.74 |
| Communication Services | 1.75 | 1.54 |
| Healthcare | 12.61 | 4.1 |
| Basic Materials | 7.92 | 11.99 |
| Utilities | 0.36 | 6.52 |
| Technology | 13.07 | 6.07 |
| Real Estate | - | 0.07 |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.24%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.63%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.34%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.01%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.51%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.5%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.62%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.55%
