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Sundaram Small Cap Fund Regular Plan vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹619 Cr | ₹3450 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 21 Jun 2017 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 22% |
| Expense Ratio | 2.42 | 1.97 |
| Manager | Yogesh Patil | Rohit Seksaria |
| ISIN Code | INF397L01JW3 | INF903J01470 |
| 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 | Sundaram 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 | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.31% | -1.18% |
| 6 Month | -3.69% | -0.19% |
| 1 Year | -14.21% | 0.16% |
| 3 Year | 17.36% | 20.32% |
| 5 Year | 22.07% | 22.03% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.14% | 0.26% |
| 1 Year | 1.11% | 11.56% |
| 3 Year | 10.08% | 13.59% |
| 5 Year | 15.14% | 16.97% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.96% | 14.27% |
| 3 Year | 23.41% | 18.58% |
| 5 Year | 22.73% | 15.81% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.95% | 14.09% |
| Sharp | 0.61% | 0.88% |
| Beta | 0.87% | 0.77% |
| Alpha | -2.24% | 2.04% |
Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Yogesh Patil | Rohit Seksaria |
| Total AUM | ₹5898 Cr | ₹0 Cr |
| Funds Managed | 7 | 15 |
| LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.13 | 7.97 |
| Large Cap | 4.76 | 6.5 |
| Small Cap | 83.09 | 83.24 |
| Mid Cap | 6.02 | 2.29 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.32 | 4.94 |
| Technology | 6.47 | 4.57 |
| Consumer Defensive | 8.52 | 2.57 |
| Communication Services | 1.06 | 5.1 |
| Healthcare | 7.67 | 12.01 |
| Financial Services | 7.47 | 19.4 |
| Industrials | 31.13 | 18.92 |
| Consumer Cyclical | 14.95 | 20.39 |
| Utilities | 5.39 | 1.03 |
| Basic Materials | 14.5 | 8.75 |
| Real Estate | 0.53 | 2.33 |
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