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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 48.46 | 1.92 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 53.04 | 1.70 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Smallcap 250 - TRI |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
LIC MF Small Cap Fund | 48.50% | 26.57% | 19.71% |
Nippon India Small Cap Fund | 37.46% | 30.14% | 27.62% |
HDFC Small Cap Fund | 31.15% | 26.03% | 21.59% |
SBI Small Cap Fund | 31.06% | 21.56% | 26.36% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
3.12 %
Holdings
2.71 %
Holdings
2.61 %
LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.
No.of Schemes
34
Total AUM
₹ 30,552.53 Cr.
Nikhil Rungta
AUM: ₹3,170.47 Cr.
|
Exp: 12yrs
Mahesh Bendre
AUM: ₹2,334.54 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%