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LIC MF Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 56.26 | 29.42 | 31.94 | N/A |
Average Rolling Returns(%) | 21.98 | 21.78 | 17.46 | N/A |
The Current NAV of LIC MF Small Cap Fund - Growth - Direct Plan is ₹37.12.
You can consider SIP in LIC MF Small Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.
LIC MF Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 1.53%
The process for redemption is
The AUM of LIC MF Small Cap Fund - Growth - Direct Plan is currently ₹348 Crores.
The Top three stocks are JTL Industries, Kirloskar Oil Eng and Shakti Pumps (I) and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 28% of fund’s portfolio respectively.
Top three sectors of LIC MF Small Cap Fund - Growth - Direct Plan fund are Capital Goods, Chemicals and Miscellaneous accounting for 44% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of LIC MF Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.
Nikhil Rungta and Mahesh Bendre manage the LIC MF Small Cap Fund - Growth - Direct Plan Fund.
LIC MF Small Cap Fund - Growth - Direct Plan current PE ratio is 47.96 and PB ratio is 7.49
The asset allocation of LIC MF Small Cap Fund - Growth - Direct Plan is Stocks : 96.25%, Debt : 3.76% and Gold : 0%
The minimum SIP amount for LIC MF Small Cap Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for LIC MF Small Cap Fund - Growth - Direct Plan is Nil upto 12% of units and 1% for remaining units on or before 12 months, Nil after 12 months