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) | ₹576 Cr | ₹3311 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 | 3.09% | 3.95% |
6 Month | -9.11% | 1.85% |
1 Year | -2.93% | 5.34% |
3 Year | 24.52% | 26.35% |
5 Year | 32.3% | 32.47% |
SIP Return Analysis
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 8.89% | 13.09% |
1 Year | -0.48% | 11.89% |
3 Year | 19.19% | 21.14% |
5 Year | 22.62% | 22.9% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.14% | 15.61% |
3 Year | 24.08% | 17.89% |
5 Year | 20.35% | 15.53% |
Risk Management
Scheme Name | LIC MF Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 19.31% | 14.09% |
Sharp | 0.77% | 1.03% |
Beta | 0.92% | 0.77% |
Alpha | -2.81% | 1.81% |
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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 | 5.06 | 10.65 |
Small Cap | 81.56 | 82.41 |
Mid Cap | 10.58 | 2.01 |
Large Cap | 2.81 | 5.65 |
Sector Allocation
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.06 | 10.65 |
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 | - |
Capital Markets | - | 3.35 |
Auto Components | - | 5.62 |
IT - Services | - | 4.99 |
Industrial Manufacturing | - | 1.22 |
Construction | - | 2.37 |
Retailing | - | 1.89 |
Banks | - | 8.86 |
Chemicals & Petrochemicals | - | 2.14 |
Consumer Durables | - | 7.16 |
IT - Software | - | 2.42 |
Pharmaceuticals & Biotechnology | - | 5.38 |
Agricultural Food & other Products | - | 2.13 |
Industrial Products | - | 8.09 |
Fertilizers & Agrochemicals | - | 2.12 |
Finance | - | 6.48 |
Automobiles | - | 0.58 |
Healthcare Services | - | 4.5 |
Entertainment | - | 0.95 |
Gas | - | 1.31 |
Leisure Services | - | 3.32 |
Cement & Cement Products | - | 1.62 |
Other Consumer Services | - | 0.97 |
Electrical Equipment | - | 1.55 |
Insurance | - | 0.83 |
Personal Products | - | 1.26 |
Other Utilities | - | 1.45 |
Realty | - | 3.26 |
Transport Infrastructure | - | 1.55 |
Aerospace & Defense | - | 1.86 |
Textiles & Apparels | - | 0.84 |
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