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SBI Small Cap Fund vs LIC MF Small Cap Fund Regular compare
SBI Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹35245 Cr | ₹604 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Sep 2009 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 9% | % |
| Expense Ratio | 1.58 | 2.42 |
| Manager | Pradeep Kesavan | Yogesh Patil |
| ISIN Code | INF200K01T28 | INF397L01JW3 |
| Exits Load | SBI 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 | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.38% | 6.78% |
| 6 Month | 16.89% | 18.38% |
| 1 Year | -6.73% | -8.67% |
| 3 Year | 14.09% | 16.56% |
| 5 Year | 23.4% | 27.03% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.02% | 5.1% |
| 1 Year | 7.75% | 5.49% |
| 3 Year | 13.64% | 17.19% |
| 5 Year | 16.84% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.34% | 12.25% |
| 3 Year | 23.66% | 23.93% |
| 5 Year | 22.84% | 21.05% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 18.31% |
| Sharp | 0.66% | 0.56% |
| Beta | 0.69% | 0.90% |
| Alpha | -2.11% | -3.83% |
Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Yogesh Patil |
| Total AUM | ₹434274 Cr | ₹5898 Cr |
| Funds Managed | 43 | 7 |
| SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 18.88 | 8.77 |
| Small Cap | 79.51 | 77.84 |
| Mid Cap | 1.61 | 9.57 |
| Large Cap | - | 3.82 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 16.66 | 8.77 |
| Consumer Defensive | 4.29 | 7.79 |
| Financial Services | 13.47 | 6.74 |
| Basic Materials | 13.73 | 11.99 |
| Consumer Cyclical | 19.12 | 14.94 |
| Industrials | 26 | 31.47 |
| Communication Services | 1.44 | 1.54 |
| Technology | 1.19 | 6.07 |
| Utilities | 0.23 | 6.52 |
| Real Estate | 1.26 | 0.07 |
| Healthcare | 2.6 | 4.1 |
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