SBI Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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SBI Small Cap Fund Regular Growth

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LIC MF Small Cap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹31227 Cr	₹491 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	1.59	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

Scheme Name	SBI Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
1 Month	4.2%	5.84%
6 Month	-7.84%	-12.34%
1 Year	-2.18%	-0.67%
3 Year	20.26%	23.19%
5 Year	29.34%	32.68%

Scheme Name	SBI Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
6 Month	7.22%	6.14%
1 Year	-0.43%	-3.96%
3 Year	14.62%	18.36%
5 Year	18.64%	22.29%

Scheme Name	SBI Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
1 Year	17.65%	13.14%
3 Year	23.84%	24.08%
5 Year	22.66%	20.35%

Scheme Name	SBI Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
Standard Deviation	11.59%	16.47%
Sharp	0.84%	0.817%
Beta	0.71%	0.823%
Alpha	-1.02%	1.666%

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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

Scheme Name	SBI Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
Others	20.26	5.06
Small Cap	77.97	81.56
Mid Cap	1.77	10.58
Large Cap	-	2.81

Scheme Name	SBI Small Cap Fund Regular Growth	LIC MF Small Cap Fund Regular - Growth
Others	20.26	5.06
Food Products	2.04	-
Capital Markets	2.09	-
Chemicals & Petrochemicals	7.37	-
Retailing	3.98	-
Consumer Durables	7.85	-
Automobiles	0.75	-
Construction	5.3	-
Agricultural Food & other Products	1.92	-
Industrial Products	9.93	-
Fertilizers & Agrochemicals	2.4	-
Finance	7.13	-
Electrical Equipment	1.61	-
Entertainment	0.42	-
Leisure Services	5.4	-
Agricultural, Commercial & Construction Vehicles	0.24	-
Household Products	2.85	-
Auto Components	4.03	-
IT - Software	1.26	-
Cement & Cement Products	0.51	-
Banks	3.53	-
Power	0.2	-
Cigarettes & Tobacco Products	0.45	-
Realty	1.43	-
Commercial Services & Supplies	2.08	-
Textiles & Apparels	2.42	-
Healthcare Services	2.55	-
Utilities	-	8.02
Consumer Defensive	-	7.73
Consumer Cyclical	-	16.45
Financial Services	-	6.05
Industrials	-	32.99
Healthcare	-	4.12
Basic Materials	-	13.18
Technology	-	2.63
Communication Services	-	2.92
Real Estate	-	0.83