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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) | ₹36272 Cr | ₹619 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | -2.38% | -4.46% |
| 6 Month | -1.43% | -4.2% |
| 1 Year | -8.8% | -15.8% |
| 3 Year | 12.69% | 14.91% |
| 5 Year | 19.14% | 23% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.64% | -4.84% |
| 1 Year | 2.8% | -3.59% |
| 3 Year | 8.58% | 9.48% |
| 5 Year | 12.84% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.66% | 10.25% |
| 3 Year | 23.44% | 23.45% |
| 5 Year | 22.97% | 22.65% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.28% | 18.47% |
| Sharp | 0.51% | 0.56% |
| Beta | 0.70% | 0.88% |
| Alpha | -2.90% | -2.38% |
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 | 20.04 | 6.13 |
| Small Cap | 78.23 | 83.09 |
| Mid Cap | 1.73 | 6.02 |
| Large Cap | - | 4.76 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 16.07 | 2.32 |
| Consumer Defensive | 3.89 | 8.52 |
| Financial Services | 13.64 | 7.47 |
| Basic Materials | 13.21 | 14.5 |
| Consumer Cyclical | 21.28 | 14.95 |
| Industrials | 25.63 | 31.13 |
| Communication Services | 1.42 | 1.06 |
| Technology | 0.98 | 6.47 |
| Utilities | 0.23 | 5.39 |
| Real Estate | 1.25 | 0.53 |
| Healthcare | 2.41 | 7.67 |
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