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LIC MF Small Cap Fund Regular vs HSBC Small Cap Fund compare
LIC MF Small Cap Fund Regular - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹632 Cr | ₹16041 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 21 Jun 2017 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 15% |
| Expense Ratio | 2.42 | 1.67 |
| Manager | Yogesh Patil | Venugopal Manghat |
| ISIN Code | INF397L01JW3 | INF917K01QC7 |
| 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 | HSBC 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 | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 0.62% | 2.07% |
| 6 Month | 10.87% | 10.57% |
| 1 Year | -6.81% | -6.81% |
| 3 Year | 17.83% | 19.66% |
| 5 Year | 27.77% | 29.88% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.35% | -1.53% |
| 1 Year | 5.23% | 2.16% |
| 3 Year | 14.14% | 11.77% |
| 5 Year | 17.88% | 17.93% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 11.6% | 15.99% |
| 3 Year | 23.69% | 22.74% |
| 5 Year | 21.7% | 16.77% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.26% | 18.19% |
| Sharp | 0.64% | 0.73% |
| Beta | 0.88% | 0.90% |
| Alpha | -2.83% | -1.74% |
Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Yogesh Patil | Venugopal Manghat |
| Total AUM | ₹5898 Cr | ₹41442 Cr |
| Funds Managed | 7 | 7 |
| LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.07 | 4.62 |
| Large Cap | 5.33 | 2.09 |
| Small Cap | 82.8 | 72.7 |
| Mid Cap | 7.81 | 20.58 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.9 | 3.9 |
| Technology | 7.3 | 9.37 |
| Consumer Defensive | 6.4 | 4.6 |
| Basic Materials | 15.65 | 10.54 |
| Communication Services | 0.72 | - |
| Healthcare | 6.91 | 8.27 |
| Financial Services | 6.66 | 15.29 |
| Industrials | 31.79 | 27.42 |
| Consumer Cyclical | 15.48 | 16.07 |
| Utilities | 6.18 | - |
| Real Estate | - | 3.67 |
| Energy | - | 0.87 |
Top Comparisons
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