EquitySmall Cap FundDirect · Growth
LIC MF Small Cap Fund-Direct Plan-Growth
LIC · Scheme 152004
₹39.70▲ 0.33%NAV · 2026-09-18
Strong FundScore
AUM
₹758 cr
Expense ratio
1.32%
3Y CAGR
20.6%
Risk level
Very High
Min SIP
₹200
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Alok RanjanExit load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
Strong · 71/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Compounding well recently — 20.6% CAGR over 3 years.
- ✓3Y CAGR: +20.6%
- ✓Alpha vs benchmark: +11.7%
📉 What could drag it down
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Sortino ratio: 0.86
FundScore breakdown
71/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Average
Downside protection
Decent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.