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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) | ₹36294 Cr | ₹604 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 | 3.99% | 7.8% |
| 6 Month | 26.96% | 19.52% |
| 1 Year | 0.3% | -7.7% |
| 3 Year | 23.16% | 17.94% |
| 5 Year | 29.66% | 27.17% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 7.65% | 5.1% |
| 1 Year | 18.5% | 5.49% |
| 3 Year | 19.59% | 17.19% |
| 5 Year | 22.66% | 20.19% |
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 | 15.29% | 18.31% |
| Sharp | 0.99% | 0.56% |
| Beta | 0.76% | 0.90% |
| Alpha | 3.13% | -3.83% |
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 |
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