How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 46.08 | 1.83 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 52.41 | 1.57 |
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 | 46.19% | 27.54% | 19.27% |
Nippon India Small Cap Fund | 36.46% | 30.87% | 27.36% |
HDFC Small Cap Fund | 28.67% | 26.72% | 21.26% |
SBI Small Cap Fund | 30.52% | 21.96% | 26.13% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
2.94 %
Holdings
2.94 %
Holdings
2.74 %
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
₹ 29,290.03 Cr.
Nikhil Rungta
AUM: ₹3,123.92 Cr.
|
Exp: 12yrs
Mahesh Bendre
AUM: ₹2,218.58 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
HDFC Small Cap Fund vs Nippon India Small Cap Fund | Mutual Fund Comparison
4 years ago•Time To Invest
SBI Small Cap Fund vs Axis Small Cap Fund | Mutual Fund Comparison
4 years ago•Time To Invest
Top 3 Small Cap Mutual Fund to invest after Corona virus market crash 2020 | Coronavirus
4 years ago•Time To Invest
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%