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LIC MF Small Cap Fund-Regular Plan-Growth

LIC · Small Cap
Very High
₹33.33
Current NAV
25 Jun 2026
36.9%
1Y Return
13.9%
3Y CAGR
20.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Very large asset base (AUM: ₹14,740 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.19
Sharpe Ratio
1.39
Beta
-0.81
Alpha
1.42
Sortino
Fund Details
Fund House LIC
Category Small Cap
AUM ₹14740 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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