Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 32.6519
NAV (Nov 11)
Last 1Y | 47% |
Last 3Y | 23% |
Last 5Y | 29.3% |
Last 10Y | NA |
Since Inception | 17.3% |
6 Month CAGR | 24.2% |
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.
Expense Ratio | 2.5% |
Launched 7Y ago | 2017-06-21 |
AUM in Crores | 385.6 |
ISIN | INF397L01JW3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.7 |
Beta | 0.8 |
Sharpe Ratio | 1.3 |
YTM | - |
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Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
LIC MF Small Cap Fund (G) | 15,78,687 | 8,46,075 | 29.3% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Shakti Pumps (India) Ltd.
4.07%Others
4%Kirloskar Oil Engines Ltd.
3.34%Garware Hi-Tech Films Ltd.
3.15%JTL Industries Ltd
2.84%Capital Goods
29.5%Services
12.51%Healthcare
7.29%Consumer Staples
7.01%Construction
5.54%Fund Name | Fund Size | |
---|---|---|
₹ 24,895 cr | ||
₹ 63,669 cr | ||
₹ 23,484 cr | ||
₹ 49,104 cr | ||
₹ 16,841 cr |
LIC Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.9% | 7.9% | ||
14.9% | 6% | ||
5.3% | 8.1% | ||
6.2% | 6.9% | ||
29.1% | 10.2% |
LIC MF Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 17.35% over 7 years. The fund has grown over a period of 7 years. The fund is managed by LIC Mutual Fund. The fund managers are Dikshit Mittal, Mahesh Bendre, Nikhil Rungta, Yogesh Patil.
Nav of LIC MF Small Cap Fund (G) as of 11/11/2024 is ₹32.65 with the total AUM as of 11/14/2024 is ₹385.61. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Small Cap Fund (G) was launched on 2017-06-21. The category risk of the fund is Very High.
The minimum SIP amount for LIC MF Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
LIC MF Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Smallcap 250 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 46.99% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Small Cap Fund (G).
What is LIC MF Small Cap Fund (G)?
How to invest in LIC MF Small Cap Fund (G)?
You can invest in LIC MF Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of LIC MF Small Cap Fund (G)?
The minimum sip amount for LIC MF Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is LIC MF Small Cap Fund (G) good to invest in?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the LIC MF Small Cap Fund (G)?
The expense ratio of the LIC MF Small Cap Fund (G) is 2.5% for regular plan.
What is the NAV of LIC MF Small Cap Fund (G)?
Today's LIC MF Small Cap Fund (G) NAV is ₹32.65.