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LIC MF Small Cap Fund Regular vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11410 Cr | ₹619 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Nov 2018 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | % |
| Expense Ratio | 1.7 | 2.42 |
| Manager | Chandraprakash Padiyar | Yogesh Patil |
| ISIN Code | INF277K015O2 | INF397L01JW3 |
| Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF 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 | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.95% | -1.56% |
| 6 Month | -9.31% | -3.07% |
| 1 Year | -12.37% | -13.46% |
| 3 Year | 15.99% | 17.77% |
| 5 Year | 23.85% | 22.64% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -6.89% | -2.14% |
| 1 Year | -7.92% | 1.11% |
| 3 Year | 6.64% | 10.08% |
| 5 Year | 14.22% | 15.14% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 21.4% | 9.96% |
| 3 Year | 28.16% | 23.41% |
| 5 Year | 29.84% | 22.73% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.32% | 18.47% |
| Sharp | 0.59% | 0.56% |
| Beta | 0.77% | 0.88% |
| Alpha | -1.52% | -2.38% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Yogesh Patil |
| Total AUM | ₹15627 Cr | ₹5898 Cr |
| Funds Managed | 3 | 7 |
| Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 14.24 | 6.13 |
| Small Cap | 78.23 | 83.09 |
| Mid Cap | 7.53 | 6.02 |
| Large Cap | - | 4.76 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 9.49 | 2.32 |
| Industrials | 29.57 | 31.13 |
| Healthcare | 5.62 | 7.67 |
| Basic Materials | 17.36 | 14.5 |
| Consumer Cyclical | 18.1 | 14.95 |
| Financial Services | 6.02 | 7.47 |
| Technology | 6.53 | 6.47 |
| Utilities | 1.24 | 5.39 |
| Real Estate | 4.12 | 0.53 |
| Consumer Defensive | 1.96 | 8.52 |
| Communication Services | - | 1.06 |
Top Comparisons
Bandhan Small Cap Fund Regular Growth
3Y Returns30.31%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.24%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.85%
Kotak Gilt-Investment Regular-Growth
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Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns17.91%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns13.73%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns18.13%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns18.13%
