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PGIM India Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹576 Cr | ₹1487 Cr | ₹1487 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
| Launch Date | 21 Jun 2017 | 29 Jul 2021 | 29 Jul 2021 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 119% | 119% |
| Expense Ratio | 2.42 | 2.07 | 2.07 |
| Manager | Yogesh Patil | Puneet Pal | Puneet Pal |
| ISIN Code | INF397L01JW3 | INF663L01W30 | INF663L01W30 |
| 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 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 3.17% | 5.79% | 5.79% |
| 6 Month | -11.85% | 0.74% | 0.74% |
| 1 Year | -6.4% | 5.79% | 5.79% |
| 3 Year | 24.56% | 19.41% | 19.41% |
| 5 Year | 31.87% | - | - |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 8.65% | 14.42% | 14.42% |
| 1 Year | 0.21% | 16.83% | 16.83% |
| 3 Year | 18.46% | 17.51% | 17.51% |
| 5 Year | 22.1% | - | - |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 13.14% | 11.51% | 11.51% |
| 3 Year | 24.08% | 12.63% | 12.63% |
| 5 Year | 20.35% | - | - |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 19.31% | 16.17% | 16.17% |
| Sharp | 0.77% | 0.56% | 0.56% |
| Beta | 0.92% | 0.75% | 0.75% |
| Alpha | -2.81% | -5.50% | -5.50% |
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Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Yogesh Patil | Puneet Pal | Puneet Pal |
| Total AUM | ₹5898 Cr | ₹20950 Cr | ₹20950 Cr |
| Funds Managed | 7 | 19 | 19 |
| LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.91 | 7.38 | 7.38 |
| Large Cap | 4.18 | - | - |
| Small Cap | 80.66 | 73.42 | 73.42 |
| Mid Cap | 11.26 | 19.2 | 19.2 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.51 | 5.35 | 5.35 |
| Technology | 6.16 | 3.89 | 3.89 |
| Consumer Defensive | 8.73 | 10.11 | 10.11 |
| Consumer Cyclical | 17.72 | 15.65 | 15.65 |
| Financial Services | 6.47 | 11.27 | 11.27 |
| Industrials | 29.89 | 17.26 | 17.26 |
| Healthcare | 3.85 | 14.8 | 14.8 |
| Utilities | 6.59 | 0.56 | 0.56 |
| Basic Materials | 13.84 | 16.66 | 16.66 |
| Communication Services | 2.83 | 3.44 | 3.44 |
| Energy | 0 | - | - |
| Real Estate | 0.41 | 1 | 1 |
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