LIC MF Small Cap Fund

LIC MF Small Cap Fund

Equity: Small Cap | Growth

5Y CAGR

+18.74%

Fund Size

₹758.09 Cr

Min. Investment

₹200

Score

46%

QUICK FUND SUMMARY

LIC MF Small Cap Fund Growth is an equity mutual fund managing assets worth ₹758.09 Cr. The current NAV is ₹35.13 as of Aug 21. It has delivered a 5-year CAGR of 18.74%. Investors can start with a minimum SIP amount of ₹200. The fund primarily holds Garware Hi-Tech Films Ltd., Navin Fluorine International Ltd., Manorama Industries Ltd., Avalon Technologies Ltd. and Allied Blenders And Distillers Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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LIC MF Small Cap Fund Details

Fund Size

₹758.09 Cr

Type

Equity: Small Cap

Minimum Investment

₹200

NAV (Aug 21)

₹35.13

Plan Type

Regular

Launch Date

21 Jun 2017

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.68%

Withdrawal Charge

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.

LIC MF Small Cap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

LIC MF Small Cap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
LIC MF Small Cap Fund
LIC MF Small Cap Fund
+17.52%+19.06%+18.74%
Nippon India Small Cap Fund
Nippon India Small Cap Fund
+9.90%+16.84%+20.08%
HDFC Small Cap Fund
HDFC Small Cap Fund
-1.42%+11.64%+15.80%
Tata Small Cap Fund
Tata Small Cap Fund
-1.68%+12.06%+14.62%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹1,165

Your Total Value could have reached:

₹4,765

LIC MF Small Cap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on LIC MF Small Cap Fund

LIC MF Small Cap Fund is a Growth Equity mutual fund managed by LIC Mutual Fund. It follows a Medium Quality Momentum investment strategy. The fund is rated 46/100 on the CRISP scale.

The current NAV of LIC MF Small Cap Fund is ₹35.13 as of Aug 21.

You can invest in LIC MF Small Cap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for LIC MF Small Cap Fund is ₹200.

The expense ratio of LIC MF Small Cap Fund is 2.68%.

LIC MF Small Cap Fund has an exit load as follows: exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.

LIC MF Small Cap Fund has a CRISP Score of 46/100, indicating Low consistency, relative risk within the acceptable range, investment style Medium on Quality and Momentum factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on LIC MF Small Cap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.