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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) | ₹4235 Cr | ₹26769 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 | -2.96% | -2.95% |
| 6 Month | 1.04% | -0.73% |
| 1 Year | -7.46% | -4.47% |
| 3 Year | 24.3% | 17.28% |
| 5 Year | - | 22.49% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.93% | -1.82% |
| 1 Year | 9.94% | 6.55% |
| 3 Year | 15.8% | 13.03% |
| 5 Year | - | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 49.48% | 16.83% |
| 3 Year | - | 19.37% |
| 5 Year | - | 20.47% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.32% |
| Sharp | - | 0.78% |
| Beta | - | 0.70% |
| Alpha | - | 1.03% |
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 | 8.33 | 13.94 |
| Small Cap | 73.68 | 69.1 |
| Large Cap | 4.61 | 4.38 |
| Mid Cap | 13.37 | 12.58 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.7 | 9.46 |
| Consumer Cyclical | 18.98 | 10.99 |
| Industrials | 11.5 | 15.76 |
| Financial Services | 18 | 18.35 |
| Real Estate | 2.66 | 4.63 |
| Healthcare | 10.48 | 13.01 |
| Utilities | 3.52 | 0.87 |
| Basic Materials | 13.25 | 11.35 |
| Consumer Defensive | 8.72 | 5.1 |
| Technology | 7.34 | 9.17 |
| Communication Services | 0.86 | 0.87 |
| Energy | - | 0.44 |
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