LIC MF Small Cap Fund Regular vs Sundaram Small Cap Fund Regular Plan compare
LIC MF Small Cap Fund Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹605 Cr | ₹3439 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹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 | 5.01% | 4.21% |
6 Month | -3.46% | 8.19% |
1 Year | -1.8% | 5.7% |
3 Year | 23.54% | 25.37% |
5 Year | 31.96% | 32.29% |
SIP Return Analysis
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.63% | 12.7% |
1 Year | 1.99% | 13.46% |
3 Year | 19.2% | 20.78% |
5 Year | 22.41% | 22.49% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.14% | 15.61% |
3 Year | 24.08% | 17.89% |
5 Year | 20.35% | 15.53% |
Risk Management
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.95% | 14.09% |
Sharp | 0.92% | 1.22% |
Beta | 0.92% | 0.78% |
Alpha | -3.53% | 0.83% |
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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 | 3.81 | 6.69 |
Large Cap | 4.06 | 5.71 |
Small Cap | 81.85 | 86.01 |
Mid Cap | 10.27 | 1.59 |
Sector Allocation
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.81 | 5.94 |
Technology | 5.13 | 3.61 |
Consumer Defensive | 7.4 | 3.17 |
Financial Services | 7.32 | 19.47 |
Industrials | 35.49 | 19.36 |
Healthcare | 3.57 | 12.14 |
Consumer Cyclical | 16.11 | 20.31 |
Utilities | 6.35 | 1.18 |
Basic Materials | 12.59 | 8.2 |
Communication Services | 1.78 | 3.95 |
Real Estate | 0.45 | 2.66 |
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