LIC MF Small Cap Fund Regular vs Sundaram Small Cap Fund Regular Plan compare

LIC MF Small Cap Fund Regular vs Sundaram Small Cap Fund Regular Plan compare

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LIC MF Small Cap Fund Regular - Growth

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Sundaram Small Cap Fund Regular Plan - 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	Sundaram Small Cap Fund Regular Plan - Growth
Fund	LIC MF Small Cap Fund Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹619 Cr	₹3401 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹200	₹100
Min Addl Investment	₹500	₹100
Launch Date	21 Jun 2017	15 Feb 2005
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	%	22%
Expense Ratio	2.42	1.97
Manager	Yogesh Patil	Rohit Seksaria
ISIN Code	INF397L01JW3	INF903J01470
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	Sundaram 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	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	-2.84%	-0.08%
6 Month	-10.47%	-3.57%
1 Year	-12.98%	4.19%
3 Year	15.86%	19.76%
5 Year	20.55%	21.38%

SIP Return Analysis

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-6.24%	-1.31%
1 Year	-7.22%	8%
3 Year	6.09%	11.89%
5 Year	12.51%	15.83%

Rolling Lumpsum Returns

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	9.85%	14.16%
3 Year	23.34%	18.62%
5 Year	22.68%	15.83%

Risk Management

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	13.95%	14.09%
Sharp	0.66%	0.89%
Beta	0.86%	0.77%
Alpha	-1.56%	1.83%

Fund Managers

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Name	Yogesh Patil	Rohit Seksaria
Total AUM	₹5898 Cr	₹0 Cr
Funds Managed	7	15
	LIC MF Small Cap Fund Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	11.67	8.02
Large Cap	3.56	6.67
Small Cap	79.14	82.88
Mid Cap	5.63	2.43

Sector Allocation

Scheme Name	LIC MF Small Cap Fund Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	2.69	4.69
Technology	4.87	4.64
Consumer Defensive	8.41	2.6
Communication Services	1.15	5.37
Healthcare	7.57	11.59
Financial Services	7.68	19.15
Industrials	33.8	18.66
Consumer Cyclical	13.83	20.84
Utilities	4.78	1.11
Basic Materials	14.45	9.05
Real Estate	0.78	2.3

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