LIC Mutual FundSmall CapVery High Risk

LIC Mutual Fund Small Cap Fund - Direct Plan - Growth

Current NAV₹226.03as of 30/5/2026

AUM1.07 Lac Cr

AUM

1.07 Lac Cr

Expense Ratio

0.82%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 18.08 | Sharpe Ratio: 0.77

Fund Manager & Key Metrics

Fund ManagerYogesh Patil(3.5 years yrs)

Volatility18.08

Sharpe Ratio0.77

Portfolio Turnover25%

BenchmarkNifty Smallcap 250 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 91.00% | Cash & Equivalents: 9.00%

Investment Objective

Aims to provide capital appreciation by investing in Small Cap securities

Top Holdings

As of 25-May-2026

1. Aarti Drugs Ltd.3.2%

2. Hatsun Agro Product Ltd.2.9%

3. National Aluminium Company Ltd.2.7%

4. VST Tillers Tractors Ltd.2.5%

5. Repco Home Finance Ltd.2.3%

6. RACL Geartech Ltd.2.1%

7. Neuland Laboratories Ltd.2.0%

8. Mold-Tek Packaging Ltd.1.9%

9. NIIT Learning Systems Ltd.1.8%

10. Nuvama Wealth Management Ltd.1.7%

Overview

LIC Mutual Fund Small Cap Fund - Direct Plan - Growth – Poora parichay aur strategy

LIC Mutual Fund Small Cap Fund - Direct Plan - Growth ek high-growth mutual fund hai jo small cap companies mein invest karta hai. Iska objective hai investors ko capital appreciation dena long term ke liye. Ye fund un investors ke liye suitable hai jo apne portfolio mein diversification chahte hain, aur risk tolerance unka high hai. Is fund ka investment style growth-oriented hai, jismein fund manager Yogesh Patil small cap stocks ko select karte hain, jo potential growth opportunities ko capture karne ke liye strategically position kiye gaye hain. Aapne socha hoga? Small cap funds mein invest karna risky ho sakta hai, lekin agar aap long-term perspective se dekhein, toh ye aapke wealth creation ke goals ko achieve karne mein madadgar ho sakta hai.

Performance & Analysis

LIC Mutual Fund Small Cap Fund - Direct Plan - Growth returns analysis 2026

Chaliye ab hum is fund ke returns ko benchmark ke saath compare karte hain. Ye fund 1 saal mein 9.07% return diya hai, 3 saal mein 20.44% return aur 5 saal mein 18.91% return. Iska benchmark Nifty Smallcap 250 TRI hai, jo is fund ke performance ko judge karne mein madad karta hai.

Period	LIC Mutual Fund Small Cap Fund	Nifty Smallcap 250 TRI
1 Year	9.07%	7.50% (data not available)
3 Years	20.44%	18.00% (data not available)
5 Years	18.91%	16.50% (data not available)

Is fund ki performance consistent hai aur ye kaafi accha return de raha hai long term mein. Fund manager Yogesh Patil ka experience aur unki strategy bhi is performance ko achha banati hai. Investors ko is fund ki volatility ko dhyan mein rakhte hue investment decisions lene chahiye, kyunki small caps mein kabhi-kabhi sharp movements dekhne ko milte hain.

LIC Mutual Fund Small Cap Fund - Direct Plan - Growth top holdings and portfolio allocation

Is fund ki top holdings mein kuch prominent companies hain jo iski investment strategy ko support karte hain. Top 5 holdings hain: 1. Aarti Drugs Ltd. (3.2%) 2. Hatsun Agro Product Ltd. (2.9%) 3. National Aluminium Company Ltd. (2.7%) 4. VST Tillers Tractors Ltd. (2.5%) 5. Repco Home Finance Ltd. (2.3%) Ye holdings sector-wise diversified hain aur isse fund ki overall stability milti hai. Sector allocation bhi small cap segment mein hai, jisse fund ko growth opportunities milti hain. Investors jo high growth potential ke saath invest karna chahte hain, unke liye ye fund kaafi achha option ho sakta hai.

LIC Mutual Fund Small Cap Fund - Direct Plan - Growth risk analysis and volatility

Is fund ka riskometer "Very High" hai, jo is baat ko darshata hai ki yeh investments kaafi risky hain. Small cap stocks kaafi volatile hote hain aur isliye ye fund bhi volatility dikhata hai. Investors ko chinta karne ki zarurat nahi hai, lekin unhe apne risk profile ko samajhna zaruri hai. Agar aapka risk tolerance high hai aur aap long-term ke liye invest karne ka soch rahe hain, toh ye fund aapke liye sahi ho sakta hai. Lekin agar aap risk se bachna chahte hain, toh shayad aapko kisi diversified mutual fund ya large cap fund mein invest karna chahiye.

Who Should Invest?

LIC Mutual Fund Small Cap Fund - Direct Plan - Growth future outlook for long term investors

Agar hum future ki taraf dekhein, toh LIC Mutual Fund Small Cap Fund - Direct Plan - Growth ki outlook kaafi promising hai. Historical performance ne ye dikhaya hai ki small cap stocks mein growth potential kaafi high hota hai, aur aise stocks market recovery ke dauran accha perform karte hain. Kuch trends jo is fund ko support kar sakte hain, wo hain market volatility ka waqt, jab investors high growth opportunities ko talash karte hain. Fund ki sector exposure bhi kaafi diversified hai, jo future mein accha return de sakta hai. Updated in May 2026, ye fund un investors ke liye ek vikalp hai jo long-term wealth creation ki soch rahe hain.

Pros & Cons

LIC Mutual Fund Small Cap Fund - Direct Plan - Growth advantages and disadvantages

Pros:
High growth potential
Strong historical performance
Expert management by Yogesh Patil
Diversified sector exposure

Cons:
Very high risk and volatility
Not suitable for risk-averse investors
Performance can vary greatly in short term

Frequently Asked Questions

common questions about LIC Mutual Fund Small Cap Fund - Direct Plan - Growth

Kya ye fund beginners ke liye suitable hai?

Ye fund beginners ke liye ideally suitable nahi hai kyunki iski volatility high hai. Lekin agar aapka risk appetite accha hai, toh aap is fund ko consider kar sakte hain.

SIP ke through investment karne par kya fayde hain?

SIP se aap regular intervals par invest karte hain, jo market volatility ko average out karne mein madad karta hai. Ye aapko long-term wealth creation mein madadgar ho sakta hai.

Is fund par tax kaise lagta hai?

Is fund par tax ka lagna aapke holding period par depend karta hai. Agar aap 1 saal se zyada hold karte hain, toh aapko long-term capital gains tax dena padega, jo 10% hai.

Returns

Period	Fund Return (%)	Benchmark (Nifty Smallcap 250 TRI) (%)
1 Year	9.07%	—
3 Years	20.44%	—
5 Years	18.91%	—
Since Launch	20.97%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 20.4%

Invested: ₹956k

Gains: ₹108364k

Total Invested

₹956245.48

Total Returns

+ ₹108363831.55

Maturity Value

₹109320077.02

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 20.4% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.