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Lic Small Cap Fund - Regular Plan - Idcw - Payout

Equity | Small Cap

(NAV as of 28/07/2023)
20.84 (0.10)

3Y Returns

18.48%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

2.54%

Fund Size

143 Cr

Inception Date

21-Jun-17

Fund Manager

Alok Ranjan

Exit Load

1% on or before 12M.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

98.02%

Debt & Others

1.98%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

19.83%

Small Cap

78.12%

Other Cap

2.05%

Sector Allocation

Top Ten Holdings

Investment Objective

The Investment Objective Of The Scheme Is To Provide Investors With The Opportunities For Long-Term Capital Appreciation By Investing Predominantly In Equity And Equity Related Instruments Of Small Cap Companies. However There Can Be No Assurance That The Investment Objective Under The Scheme Will Be Realized.

Fund House Detail

AMC Name

IDBI Asset Management Ltd.

Address

5th floor, Mafatlal Centre,Nariman PointMumbai - 400021

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BSE Member code: 58371

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