FAQ : LIC MF Small Cap Fund - Growth

LIC MF Small Cap Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 43.96 33.78 23.44 N/A
Average Rolling Returns(%) 18.64 20.37 14.37 N/A

The Current NAV of LIC MF Small Cap Fund - Growth is ₹26.16.

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of LIC MF Small Cap Fund - Growth is currently ₹209 Crores.

The Top three stocks are Garware Hi-Tech, BSE and Texmaco Rail & Eng. and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 31% of fund’s portfolio respectively.

Top three sectors of LIC MF Small Cap Fund - Growth fund are Capital Goods, Chemicals and BFSI accounting for 50% 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 51.50 and PB ratio is 7.04

The asset allocation of LIC MF Small Cap Fund - Growth is Stocks : 92.75%, Debt : 7.25% 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

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