- 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
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹605 Cr | ₹16909 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 | -4.57% | -6.1% |
| 6 Month | -2.81% | -0.09% |
| 1 Year | -7.71% | -5.61% |
| 3 Year | 17.74% | 20.27% |
| 5 Year | 28.64% | 31.53% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.97% | 5.01% |
| 1 Year | -7.65% | -4.29% |
| 3 Year | 14.02% | 14.22% |
| 5 Year | 18.92% | 20.47% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 12.25% | 16.64% |
| 3 Year | 23.93% | 22.95% |
| 5 Year | 21.05% | 16.64% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.55% | 17.95% |
| Sharp | 0.78% | 0.87% |
| Beta | 0.92% | 0.90% |
| Alpha | -3.53% | -1.28% |
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 | 8.77 | 3.42 |
| Large Cap | 3.82 | 2.16 |
| Small Cap | 77.84 | 72.11 |
| Mid Cap | 9.57 | 22.31 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.77 | 3.42 |
| Technology | 6.07 | 8.65 |
| Consumer Defensive | 7.79 | 4.31 |
| Basic Materials | 11.99 | 11.06 |
| Financial Services | 6.74 | 16.18 |
| Industrials | 31.47 | 28.92 |
| Healthcare | 4.1 | 7.18 |
| Consumer Cyclical | 14.94 | 15.6 |
| Utilities | 6.52 | - |
| Communication Services | 1.54 | - |
| Real Estate | 0.07 | 3.79 |
| Energy | - | 0.9 |
Top Comparisons
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.19%
Quant Quantamental Fund Regular - Growth
3Y Returns21.42%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.97%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.32%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.92%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns17.89%
DSP Global Innovation Fund of Fund - Regular - Growth
3Y Returns21.94%
