- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Tata Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Tata 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) | ₹11637 Cr | ₹632 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 12 Nov 2018 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | % |
| Expense Ratio | 1.7 | 2.42 |
| Manager | Chandraprakash Padiyar | Yogesh Patil |
| ISIN Code | INF277K015O2 | INF397L01JW3 |
| Exits Load | Tata 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 | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.46% | -1.97% |
| 6 Month | 10.59% | 9.9% |
| 1 Year | -11.18% | -10.96% |
| 3 Year | 19.9% | 17.76% |
| 5 Year | 29.19% | 27.35% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.32% | 2.5% |
| 1 Year | 4.22% | 5.11% |
| 3 Year | 14.87% | 15.38% |
| 5 Year | 19.77% | 18.78% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 23.4% | 11.6% |
| 3 Year | 28.5% | 23.69% |
| 5 Year | 30.65% | 21.7% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.04% | 18.26% |
| Sharp | 0.82% | 0.62% |
| Beta | 0.78% | 0.90% |
| Alpha | 0.42% | -3.40% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Yogesh Patil |
| Total AUM | ₹15627 Cr | ₹5898 Cr |
| Funds Managed | 3 | 7 |
| Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 15.25 | 8.75 |
| Small Cap | 78.14 | 77.08 |
| Mid Cap | 6.61 | 9.48 |
| Large Cap | - | 4.69 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 12.45 | 7.72 |
| Healthcare | 8.98 | 5.53 |
| Basic Materials | 19.39 | 13.71 |
| Consumer Cyclical | 18.03 | 12.58 |
| Financial Services | 4.73 | 6.62 |
| Technology | 4.08 | 6.3 |
| Utilities | 1.05 | 5.99 |
| Real Estate | 4.17 | 0 |
| Industrials | 24.88 | 32.4 |
| Consumer Defensive | 2.24 | 7.42 |
| Communication Services | - | 1.75 |
Top Comparisons
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.38%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.38%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.96%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.96%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns18.44%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.92%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.78%
