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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) | ₹619 Cr | ₹16203 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹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 | -0.15% | -0.37% |
| 6 Month | -1.62% | -4.82% |
| 1 Year | -13.19% | -11.9% |
| 3 Year | 18.73% | 20.37% |
| 5 Year | 22.67% | 24.81% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.19% | -5.18% |
| 1 Year | -4.72% | -3.27% |
| 3 Year | 9.15% | 8.26% |
| 5 Year | 14.67% | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 9.96% | 15.24% |
| 3 Year | 23.41% | 22.35% |
| 5 Year | 22.73% | 17.1% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.47% | 18.31% |
| Sharp | 0.56% | 0.66% |
| Beta | 0.88% | 0.90% |
| Alpha | -2.38% | -0.89% |
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 | 6.13 | 4.94 |
| Large Cap | 4.76 | 2.01 |
| Small Cap | 83.09 | 74.91 |
| Mid Cap | 6.02 | 18.14 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.32 | 2.15 |
| Technology | 6.47 | 10.63 |
| Consumer Defensive | 8.52 | 4.24 |
| Communication Services | 1.06 | - |
| Healthcare | 7.67 | 9.46 |
| Financial Services | 7.47 | 20.3 |
| Industrials | 31.13 | 23.58 |
| Consumer Cyclical | 14.95 | 17.14 |
| Utilities | 5.39 | - |
| Basic Materials | 14.5 | 7.05 |
| Real Estate | 0.53 | 4.6 |
| Energy | - | 0.86 |
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