FundLens
53
Small CapHold

LIC MF Small Cap

LIC · Direct–Growth · rank #15 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
14.8%
+10.0% vs index
3 Years
19.2%
+4.7% vs index
5 Years
18.3%
+3.6% vs index
Since launch
16.4%

Year-by-year performance

last entry = YTD
2024
+41.5%
2025
-12.2%
2026
+22.2%

Why this score

LIC MF Small Cap scores 53/100 — #15 of 36 Small Cap fund (Hold). It stands out for 3y return and 5y return — beating 77% of peers on 3y return. The main drag is its volatility (better than only 5% of peers).

Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.

3Y return19.18% · 77th percentile in category
Volatility21.79 · 5th percentile in category
5Y return18.26% · 67th percentile in category
Expense ratio1.32% · 13th percentile in category
Fund size831.55 Cr · 13th percentile in category
Sharpe ratio0.69 · 65th percentile in category

Top holdings

top 5 = 17.8% of portfolio
1.Garware Hi-Tech Films Ltd4.86%
2.Avalon Technologies Ltd.4.14%
3.Manorama Industries Ltd3.24%
4.Navin Fluorine International Ltd3.06%
5.Allied Blenders And Distillers Ltd.2.52%

56 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Small Cap funds