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Mahindra Manulife Small Cap Fund vs Axis Small Cap Fund compare
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4065 Cr | ₹25975 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 12 Dec 2022 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 30% | 5% |
| Expense Ratio | 1.85 | 1.61 |
| Manager | Abhinav Khandelwal | Shreyash Devalkar |
| ISIN Code | INF174V01BH3 | INF846K01K01 |
| Exits Load | Mahindra Manulife Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 0.85% | 0.88% |
| 6 Month | 14.62% | 11.62% |
| 1 Year | -1.82% | 3.14% |
| 3 Year | - | 19.04% |
| 5 Year | - | 25.39% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.7% | 1.12% |
| 1 Year | 13.86% | 10.71% |
| 3 Year | - | 15.59% |
| 5 Year | - | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 49.48% | 17% |
| 3 Year | - | 19.44% |
| 5 Year | - | 20.33% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 0.93% |
| Beta | - | 0.7% |
| Alpha | - | 0.94% |
Fund Managers
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Shreyash Devalkar |
| Total AUM | ₹5522 Cr | ₹166770 Cr |
| Funds Managed | 5 | 14 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.76 | 14.56 |
| Small Cap | 75 | 68.95 |
| Large Cap | 3.69 | 3.37 |
| Mid Cap | 13.55 | 13.12 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.87 | 10.82 |
| Consumer Cyclical | 18.75 | 11.15 |
| Industrials | 11.93 | 16.2 |
| Financial Services | 19.68 | 17.03 |
| Basic Materials | 14.96 | 11.37 |
| Utilities | 3.68 | 0.58 |
| Consumer Defensive | 8.84 | 5.22 |
| Technology | 7.06 | 8.99 |
| Healthcare | 8.91 | 13.47 |
| Communication Services | 0.85 | 0.91 |
| Real Estate | 1.49 | 4.25 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.26%
PGIM India Large Cap Fund - Growth
3Y Returns11.58%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.01%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.46%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.46%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
Tata Small Cap Fund Regular Growth
3Y Returns18.45%
