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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 | -3.2% | -4.15% |
| 6 Month | -0.02% | -3.59% |
| 1 Year | -4.62% | -16.24% |
| 3 Year | 19.81% | 15.59% |
| 5 Year | 25.06% | 22.71% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.75% | -4.84% |
| 1 Year | 9.22% | -3.59% |
| 3 Year | 13% | 9.48% |
| 5 Year | 17.94% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.92% | 10.25% |
| 3 Year | 20.01% | 23.45% |
| 5 Year | 17.67% | 22.65% |
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 | 11.15 | 6.13 |
| Small Cap | 74.68 | 83.09 |
| Mid Cap | 9.02 | 6.02 |
| Large Cap | 5.15 | 4.76 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 10.41 | 2.32 |
| Industrials | 21.41 | 31.13 |
| Consumer Cyclical | 18.78 | 14.95 |
| Consumer Defensive | 3.31 | 8.52 |
| Financial Services | 11.86 | 7.47 |
| Communication Services | 1.87 | 1.06 |
| Healthcare | 12.32 | 7.67 |
| Basic Materials | 6.64 | 14.5 |
| Technology | 13.39 | 6.47 |
| Utilities | - | 5.39 |
| Real Estate | - | 0.53 |
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