LIC MF Small Cap Fund Regular vs HSBC Small Cap Fund compare

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LIC MF Small Cap Fund Regular - Growth

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HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
1 Month	1.69%	0.73%
6 Month	-3.52%	-6.2%
1 Year	-13.77%	-11.24%
3 Year	17.76%	18.44%
5 Year	21.39%	23.48%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
6 Month	-1.66%	-2.16%
1 Year	3.51%	2.69%
3 Year	10.25%	8.66%
5 Year	14.95%	15.36%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
1 Year	9.85%	15.15%
3 Year	23.34%	22.23%
5 Year	22.68%	17.15%

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	13.95%	14.69%
Sharp	0.61%	0.71%
Beta	0.87%	0.89%
Alpha	-2.24%	-0.76%

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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
Others	2.32	4.94
Large Cap	4.76	2.01
Small Cap	84.54	74.91
Mid Cap	8.37	18.14

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
Others	2.32	2.15
IT - Software	2.42	-
Food Products	5.08	-
IT - Services	1.06	-
Pharmaceuticals & Biotechnology	5.81	-
Finance	4.84	-
Industrial Products	13.06	-
Healthcare Services	1.87	-
Textiles & Apparels	2.85	-
Other Utilities	2.4	-
Chemicals & Petrochemicals	7.14	-
Consumer Durables	3.99	-
Industrial Manufacturing	4.28	-
Electrical Equipment	6.73	-
Commercial Services & Supplies	1.79	-
Construction	2.73	-
Fertilizers & Agrochemicals	2.02	-
Power	2.56	-
Gas	1.03	-
Diversified FMCG	1.94	-
Agricultural, Commercial & Construction Vehicles	1.14	-
Transport Services	3.59	-
Auto Components	4.57	-
Capital Markets	2.62	-
Minerals & Mining	1.42	-
Beverages	3.44	-
Aerospace & Defense	3.36	-
Realty	0.53	-
Retailing	2.49	-
Transport Infrastructure	0.91	-
Consumer Defensive	-	4.24
Financial Services	-	20.3
Consumer Cyclical	-	17.14
Healthcare	-	9.46
Industrials	-	23.58
Technology	-	10.63
Real Estate	-	4.6
Basic Materials	-	7.05
Energy	-	0.86