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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) | ₹11416 Cr | ₹604 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 | 1.73% | 6.31% |
| 6 Month | 15.5% | 17.34% |
| 1 Year | -6.85% | -8.6% |
| 3 Year | 20.02% | 15.93% |
| 5 Year | 30.18% | 28.48% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.41% | 5.1% |
| 1 Year | 5.72% | 5.49% |
| 3 Year | 17.07% | 17.19% |
| 5 Year | 21.35% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 25.17% | 12.25% |
| 3 Year | 28.72% | 23.93% |
| 5 Year | 31.28% | 21.05% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.01% | 18.31% |
| Sharp | 0.86% | 0.56% |
| Beta | 0.77% | 0.90% |
| Alpha | 1.63% | -3.83% |
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 | 12.11 | 8.77 |
| Small Cap | 81.63 | 77.84 |
| Mid Cap | 6.26 | 9.57 |
| Large Cap | - | 3.82 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 9.62 | 8.77 |
| Healthcare | 9.72 | 4.1 |
| Basic Materials | 19.78 | 11.99 |
| Consumer Cyclical | 18.21 | 14.94 |
| Financial Services | 4.82 | 6.74 |
| Technology | 4.63 | 6.07 |
| Utilities | 0.92 | 6.52 |
| Real Estate | 4.11 | 0.07 |
| Industrials | 25.55 | 31.47 |
| Consumer Defensive | 2.62 | 7.79 |
| Communication Services | - | 1.54 |
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