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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) | ₹35585 Cr | ₹632 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Sep 2009 | 21 Jun 2017 |
| Category | ELSS | ELSS |
| 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 | 2.36% | 0.62% |
| 6 Month | 9.42% | 10.87% |
| 1 Year | -3.21% | -6.81% |
| 3 Year | 15% | 17.83% |
| 5 Year | 24.29% | 27.77% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.17% | 1.86% |
| 1 Year | 5.1% | 6.58% |
| 3 Year | 10.9% | 14.75% |
| 5 Year | 14.61% | 18.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.17% | 11.6% |
| 3 Year | 23.56% | 23.69% |
| 5 Year | 22.92% | 21.7% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.12% | 18.26% |
| Sharp | 0.60% | 0.64% |
| Beta | 0.70% | 0.88% |
| Alpha | -3.09% | -2.83% |
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 | 20.55 | 4.07 |
| Small Cap | 77.7 | 82.8 |
| Mid Cap | 1.74 | 7.81 |
| Large Cap | - | 5.33 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 17.14 | 2.9 |
| Consumer Defensive | 3.9 | 6.4 |
| Financial Services | 13.4 | 6.66 |
| Basic Materials | 13.08 | 15.65 |
| Consumer Cyclical | 20.26 | 15.48 |
| Industrials | 26.03 | 31.79 |
| Communication Services | 1.38 | 0.72 |
| Technology | 1.04 | 7.3 |
| Utilities | 0.23 | 6.18 |
| Real Estate | 1.12 | - |
| Healthcare | 2.42 | 6.91 |
Top Comparisons
Invesco India Largecap Fund - Growth
3Y Returns17.12%
HSBC Large Cap Fund - Regular Growth
3Y Returns14.21%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.54%
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns14.11%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.44%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.44%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns17.24%
