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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 | Average | Very High |
| Asset Size (Cr) | ₹11410 Cr | ₹619 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | -4.67% | -4.46% |
| 6 Month | -8.35% | -4.2% |
| 1 Year | -15.54% | -15.8% |
| 3 Year | 14.66% | 14.91% |
| 5 Year | 23.82% | 23% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -7.64% | -4.84% |
| 1 Year | -7.56% | -3.59% |
| 3 Year | 7.43% | 9.48% |
| 5 Year | 14.5% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 21.92% | 10.25% |
| 3 Year | 28.24% | 23.45% |
| 5 Year | 29.97% | 22.65% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.32% | 18.47% |
| Sharp | 0.59% | 0.56% |
| Beta | 0.77% | 0.88% |
| Alpha | -1.52% | -2.38% |
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 | 18.19 | 6.13 |
| Small Cap | 74.45 | 83.09 |
| Mid Cap | 7.36 | 6.02 |
| Large Cap | - | 4.76 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 12.98 | 2.32 |
| Industrials | 25.91 | 31.13 |
| Healthcare | 5.46 | 7.67 |
| Basic Materials | 18.09 | 14.5 |
| Consumer Cyclical | 17.84 | 14.95 |
| Financial Services | 5.66 | 7.47 |
| Technology | 6.66 | 6.47 |
| Utilities | 1.2 | 5.39 |
| Real Estate | 4.44 | 0.53 |
| Consumer Defensive | 1.77 | 8.52 |
| Communication Services | - | 1.06 |
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