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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) | ₹618 Cr | ₹3394 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹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 | 6.31% | 3.83% |
| 6 Month | 17.34% | 21.9% |
| 1 Year | -8.6% | -2.23% |
| 3 Year | 15.93% | 19.05% |
| 5 Year | 28.48% | 28.27% |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.61% | 5.76% |
| 1 Year | 0.72% | 7.53% |
| 3 Year | 15.58% | 16.58% |
| 5 Year | 19.41% | 19.42% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.25% | 15.05% |
| 3 Year | 23.93% | 18.08% |
| 5 Year | 21.05% | 15.62% |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.31% | 14.09% |
| Sharp | 0.56% | 0.84% |
| Beta | 0.90% | 0.77% |
| Alpha | -3.83% | 0.54% |
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 | 8.77 | 7.93 |
| Large Cap | 3.82 | 5.53 |
| Small Cap | 77.84 | 85.57 |
| Mid Cap | 9.57 | 0.97 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.77 | 5.89 |
| Technology | 6.07 | 3.41 |
| Consumer Defensive | 7.79 | 3.24 |
| Basic Materials | 11.99 | 8.13 |
| Financial Services | 6.74 | 19.02 |
| Industrials | 31.47 | 19.06 |
| Healthcare | 4.1 | 11.84 |
| Consumer Cyclical | 14.94 | 20.38 |
| Utilities | 6.52 | 1.15 |
| Communication Services | 1.54 | 5.23 |
| Real Estate | 0.07 | 2.66 |
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