LIC MF Small Cap Fund(G)
View the direct plan of this scheme
Rs 29.6513 0.1997(0.678 %) NAV as on 04 Jun 2025
Scheme 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.
Performance (As on 04 Jun 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -13.01 % | 9.91 % | 21.07 % | 32.37 % | 14.63 % |
Nifty Smallcap 100 | -4.78 % | 16.35 % | 25.57 % | 33.65 % | N/A |
Portfolio
Small-cap funds invest in stocks beyond the 251st in terms of market capitalisation. These funds have very high risk-return potential, as small companies soar and deliver multi-fold returns during rising markets. However, these stocks fall sharply and are the last to recover from steep market falls. The Nifty Smallcap 100 or the BSE Smallcap can be used as benchmarks to measure performance.
Smallcap funds suit investors with high risk appetites. The minimum period for which these funds need to be held is 5 years.