LIC MF Small Cap Fund Regular vs Quant Small Cap Fund compare
LIC MF Small Cap Fund Regular - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | LIC MF Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹605 Cr | ₹25183 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 21 Jun 2017 | 30 Oct 1996 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | % |
Expense Ratio | 2.42 | 1.6 |
Manager | Yogesh Patil | Sanjeev Sharma |
ISIN Code | INF397L01JW3 | INF966L01AA0 |
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 | Quant 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 | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 0.67% | -1.08% |
6 Month | 3.04% | 9.03% |
1 Year | -6.22% | -6.79% |
3 Year | 21.33% | 27.57% |
5 Year | 31.15% | 39.6% |
SIP Return Analysis
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 8.81% | 7.98% |
1 Year | 2.8% | 5.14% |
3 Year | 18.9% | 20.84% |
5 Year | 22.1% | 26.27% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 13.14% | 10.37% |
3 Year | 24.08% | 10.4% |
5 Year | 20.35% | 10.21% |
Risk Management
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 18.95% | 18.497% |
Sharp | 0.92% | 0.792% |
Beta | 0.92% | 0.929% |
Alpha | -3.53% | 1.342% |
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Fund Managers
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Yogesh Patil | Sanjeev Sharma |
Total AUM | ₹5898 Cr | ₹39731 Cr |
Funds Managed | 7 | 22 |
LIC MF Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 3.81 | 9.12 |
Large Cap | 4.06 | 23.05 |
Small Cap | 81.85 | 67.02 |
Mid Cap | 10.27 | 0.82 |
Sector Allocation
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 3.81 | 4.99 |
Technology | 5.13 | 2.95 |
Consumer Defensive | 7.4 | 4.86 |
Financial Services | 7.32 | 17.95 |
Industrials | 35.49 | 7.26 |
Healthcare | 3.57 | 13.98 |
Consumer Cyclical | 16.11 | 13.61 |
Utilities | 6.35 | 2.96 |
Basic Materials | 12.59 | 9.28 |
Communication Services | 1.78 | 3.26 |
Real Estate | 0.45 | 1.62 |
Energy | - | 17.29 |
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