LIC MF Small Cap Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 49.23 | 27.72 | 23.83 | N/A |
Average Rolling Returns(%) | 19.83 | 21.02 | 15.54 | N/A |
The Current NAV of LIC MF Small Cap Fund - Growth is ₹26.61.
You can consider SIP in LIC MF Small Cap Fund - Growth 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 100 returns, as Funds portfolio is significantly different.
LIC MF Small Cap Fund - Growth fund’s expense ratio is 2.50%
The process for redemption is
The AUM of LIC MF Small Cap Fund - Growth is currently ₹223 Crores.
The Top three stocks are Garware Hi-Tech, Kirloskar Oil Eng and BSE and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 32% of fund’s portfolio respectively.
Top three sectors of LIC MF Small Cap Fund - Growth fund are Capital Goods, Chemicals and Construction & Infrastructure accounting for 52% 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 Fund is Equity - Small cap Fund.
Yogesh Patil and Dikshit Mittal manage the LIC MF Small Cap Fund - Growth Fund.
LIC MF Small Cap Fund - Growth current PE ratio is 53.84 and PB ratio is 7.23
The asset allocation of LIC MF Small Cap Fund - Growth is Stocks : 96.12%, Debt : 3.89% and Gold : 0%
The minimum SIP amount for LIC MF Small Cap Fund - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for LIC MF Small Cap Fund - Growth is Nil upto 12% of units and 1% for remaining units on or before 12 months, Nil after 12 months