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

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)	₹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	-1.67%	-0.64%
6 Month	9.63%	8.43%
1 Year	-9.66%	-9%
3 Year	17.07%	18.67%
5 Year	26.66%	28.8%

SIP Return Analysis

Scheme Name	LIC MF Small Cap Fund Regular - Growth	HSBC Small Cap Fund Regular Growth
6 Month	2.22%	0.78%
1 Year	6.56%	6.85%
3 Year	14.91%	13.63%
5 Year	18.24%	18.88%

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

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