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LIC MF Small Cap Fund-Regular Plan-Growth

Fund House:
LIC Mutual Fund
Category:
Equity: Small Cap
Status:
Open Ended Schemes
Launch Date:
15-06-2017
ISIN Number:
INF397L01JW3
Minimum Investment:
5000
Minimum SIP:
Total Assets: (29-11-2024):
410.92
Nav (20-12-2024)
33.6557
CAGR Since Inception:
17.59
Benchmark:
NIFTY Smallcap 250 TRI
Expense Ratio (30-11-2024)::
2.49 %
Risko-Meter:
Very High
Exit Load:
1% if Exit within 12 Months for any investment(12% of the unit allotted shall be redeemed/switched without any exit load). Entry Load: Not applicable :1% for repurchase/switch-out on or before 12 months from the date of allotment. ***Nil - for a period of 30 days from June 20, 2023 to July 19, 2023 (both days inclusive) (up to 3.00 p.m. on [July 19, 2023]) on account of proposed merger schemes of IDBI Mutual Fund into Schemes of LIC Mutual Fund
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
LIC MF Small Cap Fund-Regular Plan-Growth 43.33 33.87 26.34 30.59 0
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 49.08 46.96 30.65 0 0
Invesco India Smallcap Fund - Regular Plan - Growth 41.55 39.42 28.25 32.46 0
ITI Small Cap Fund - Regular Plan - Growth Option 39.67 41.47 26.03 0 0
Tata Small Cap Fund-Regular Plan-Growth 36.64 32.04 26.69 32.45 0
BANK OF INDIA Small Cap Fund Regular Plan Growth 34.8 35.23 25.09 37.18 0
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 34.07 41.51 0 0 0
HSBC Small Cap Fund - Regular Growth 32.76 36.26 27.27 31.77 20.78
Nippon India Small Cap Fund - Growth Plan - Growth Option 31.1 35.89 29.29 35.8 22.32
UTI Small Cap Fund - Regular Plan - Growth Option 30.46 29.76 21.91 0 0
Fund Manager
Yogesh Patil, Dikshit Mittal:
Scheme Objective
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small-cap Companies.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On LIC MF Small Cap Fund-Regular Plan-Growth NIFTY 50 TRI Equity: Small Cap
CAGR since inception 17.59% 13.95% 22.29%
1 Year 43.33% 12.84% 30.38%
3 Year 26.34% 13.73% 24.11%
5 Year 30.59% 15.28% 31.56%
10 Year 0.00% 12.46% 18.44%
Nav / Index Value as on2024-12-22 410.92% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 2.85
Equity 97.18
Company Holding
SHAKTI PUMPS (INDIA) LIMITED 2.71
KILBURN ENGINEERING LIMITED 2.61
HIMATSINGKA SEIDE LIMITED 2.39
TD POWER SYSTEMS LIMITED 2.38
ARTEMIS MEDICARE SERVICES LIMITED 2.37
KIRLOSKAR OIL ENGINES LIMITED 2.35
PIRAMAL PHARMA LIMITED 2.34
GARWARE HI-TECH FILMS LIMITED 2.34
HI-TECH PIPES LIMITED 2.33
VA TECH WABAG LIMITED 2.17
FAQ's of LIC MF Small Cap Fund-Regular Plan-Growth
How do I use the SIP Calculator to calculate LIC Mutual Fund ?

To calculate the LIC Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
You can also search for.
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LIC MF Small Cap Fund-Regular Plan-Growth