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

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tortoise-icon LIC MF Small Cap Fund Regular - Growth

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tortoise-icon 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) ₹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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