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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) | ₹38020 Cr | ₹619 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | -0.94% | -1.66% |
| 6 Month | 3.33% | -0.91% |
| 1 Year | 0.18% | -12.9% |
| 3 Year | 21.36% | 17.2% |
| 5 Year | 26.19% | 23.44% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -3.48% | -5.19% |
| 1 Year | 6.45% | -4.72% |
| 3 Year | 12.55% | 9.15% |
| 5 Year | 17.99% | 14.67% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.77% | 9.96% |
| 3 Year | 20% | 23.41% |
| 5 Year | 17.7% | 22.73% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.43% | 18.47% |
| Sharp | 0.88% | 0.56% |
| Beta | 0.76% | 0.88% |
| Alpha | 2.62% | -2.38% |
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 | 11.69 | 6.13 |
| Small Cap | 73.73 | 83.09 |
| Mid Cap | 8.91 | 6.02 |
| Large Cap | 5.67 | 4.76 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 11.01 | 2.32 |
| Industrials | 20.79 | 31.13 |
| Consumer Cyclical | 18.73 | 14.95 |
| Consumer Defensive | 3.66 | 8.52 |
| Financial Services | 12.58 | 7.47 |
| Communication Services | 1.63 | 1.06 |
| Healthcare | 11.87 | 7.67 |
| Basic Materials | 6.86 | 14.5 |
| Technology | 12.89 | 6.47 |
| Utilities | - | 5.39 |
| Real Estate | - | 0.53 |
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