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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) | ₹632 Cr | ₹3341 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 | -1.27% | -0.52% |
| 6 Month | 10.69% | 15.85% |
| 1 Year | -9.87% | -3.38% |
| 3 Year | 18.08% | 20.47% |
| 5 Year | 27.59% | 27% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.5% | 2.27% |
| 1 Year | 5.11% | 12.72% |
| 3 Year | 15.38% | 16.75% |
| 5 Year | 18.78% | 19.08% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.6% | 14.64% |
| 3 Year | 23.69% | 18.25% |
| 5 Year | 21.7% | 15.68% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.26% | 14.09% |
| Sharp | 0.62% | 0.87% |
| Beta | 0.90% | 0.77% |
| Alpha | -3.40% | 0.62% |
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 | 8.75 | 7.49 |
| Large Cap | 4.69 | 5.63 |
| Small Cap | 77.08 | 85.9 |
| Mid Cap | 9.48 | 0.99 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.72 | 5.27 |
| Technology | 6.3 | 4.17 |
| Consumer Defensive | 7.42 | 3.12 |
| Basic Materials | 13.71 | 8.03 |
| Communication Services | 1.75 | 5.4 |
| Healthcare | 5.53 | 12.28 |
| Financial Services | 6.62 | 17.74 |
| Industrials | 32.4 | 19.02 |
| Consumer Cyclical | 12.58 | 21.48 |
| Utilities | 5.99 | 1.09 |
| Real Estate | 0 | 2.41 |
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