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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) | ₹647 Cr | ₹3496 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 | -3.61% | -1.06% |
| 6 Month | -0.39% | 4.84% |
| 1 Year | -11.76% | 1.38% |
| 3 Year | 15.74% | 19.87% |
| 5 Year | 24.01% | 24.34% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.18% | 1.91% |
| 1 Year | 0.67% | 15.29% |
| 3 Year | 11.65% | 15.88% |
| 5 Year | 16.21% | 18.36% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.36% | 14.44% |
| 3 Year | 23.47% | 18.51% |
| 5 Year | 22.46% | 15.78% |
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 | 0.64% | 0.92% |
| Beta | 0.88% | 0.77% |
| Alpha | -2.83% | 1.05% |
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 | 7.13 | 9.85 |
| Large Cap | 4.3 | 6.23 |
| Small Cap | 82.03 | 81.65 |
| Mid Cap | 6.54 | 2.26 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.11 | 7.44 |
| Technology | 7.49 | 4.38 |
| Consumer Defensive | 8.55 | 2.59 |
| Communication Services | 0.9 | 5.41 |
| Healthcare | 7.15 | 11.99 |
| Financial Services | 7.05 | 18.65 |
| Industrials | 30.11 | 18.24 |
| Consumer Cyclical | 14.55 | 19.13 |
| Utilities | 6.09 | 1.09 |
| Basic Materials | 14.97 | 8.49 |
| Real Estate | 0.02 | 2.58 |
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