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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) | ₹632 Cr | ₹1568 Cr | ₹1568 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 | -1.11% | 0.12% | 0.12% |
| 6 Month | 7.33% | 12.68% | 12.68% |
| 1 Year | -5.21% | 5.02% | 5.02% |
| 3 Year | 17.6% | 14.2% | 14.2% |
| 5 Year | 26.63% | - | - |
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 | 0.01% | 1.76% | 1.76% |
| 1 Year | 2.95% | 14.94% | 14.94% |
| 3 Year | 13.28% | 14.22% | 14.22% |
| 5 Year | 17.12% | - | - |
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 | 10.53% | 10.19% | 10.19% |
| 3 Year | 23.55% | 13.9% | 13.9% |
| 5 Year | 22.33% | - | - |
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 | 18.26% | 15.10% | 15.10% |
| Sharp | 0.64% | 0.53% | 0.53% |
| Beta | 0.88% | 0.72% | 0.72% |
| Alpha | -2.83% | -3.81% | -3.81% |
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 | 4.07 | 9.44 | 9.44 |
| Large Cap | 5.33 | 1.1 | 1.1 |
| Small Cap | 82.8 | 72.84 | 72.84 |
| Mid Cap | 7.81 | 16.61 | 16.61 |
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 | 2.9 | 2.56 | 2.56 |
| Technology | 7.3 | 6.15 | 6.15 |
| Consumer Defensive | 6.4 | 9.55 | 9.55 |
| Basic Materials | 15.65 | 16.06 | 16.06 |
| Communication Services | 0.72 | 2.73 | 2.73 |
| Healthcare | 6.91 | 17.16 | 17.16 |
| Financial Services | 6.66 | 11.77 | 11.77 |
| Industrials | 31.79 | 17.39 | 17.39 |
| Consumer Cyclical | 15.48 | 15.86 | 15.86 |
| Utilities | 6.18 | 0 | 0 |
| Real Estate | - | 0.78 | 0.78 |
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