- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3841 Cr | ₹25062 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 | 5.01% | 4.47% |
| 6 Month | -1.55% | 2.05% |
| 1 Year | 1.46% | 9.02% |
| 3 Year | - | 24.82% |
| 5 Year | - | 31.29% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 12.7% | 12.49% |
| 1 Year | 6.06% | 14.09% |
| 3 Year | - | 21.62% |
| 5 Year | - | 22.96% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 57.26% | 18.22% |
| 3 Year | - | 19.38% |
| 5 Year | - | 19.81% |
Risk Management
| Scheme Name | Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 1.04% |
| Beta | - | 0.69% |
| Alpha | - | 1.72% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.92 | 13.25 |
| Large Cap | 14.39 | 3.96 |
| Small Cap | 66.97 | 66.54 |
| Mid Cap | 11.72 | 16.2 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 13.25 |
| Energy | 3.57 | - |
| Consumer Cyclical | 15.07 | - |
| Industrials | 24.3 | - |
| Healthcare | 4.86 | - |
| Basic Materials | 15.5 | - |
| Technology | 4.3 | - |
| Consumer Defensive | 8.1 | - |
| Financial Services | 7.88 | - |
| Communication Services | 3 | - |
| Real Estate | 2.27 | - |
| Utilities | 4.22 | - |
| Gas | - | 0.53 |
| Capital Markets | - | 5.79 |
| Auto Components | - | 5.57 |
| IT - Services | - | 1.43 |
| Pharmaceuticals & Biotechnology | - | 4.24 |
| Retailing | - | 0.62 |
| Banks | - | 4.44 |
| Non - Ferrous Metals | - | 0.38 |
| Healthcare Services | - | 7.08 |
| Chemicals & Petrochemicals | - | 7.42 |
| Paper, Forest & Jute Products | - | 0.19 |
| IT - Software | - | 3.11 |
| Construction | - | 2.55 |
| Electrical Equipment | - | 1.56 |
| Aerospace & Defense | - | 1.6 |
| Transport Services | - | 0.19 |
| Textiles & Apparels | - | 0.67 |
| Agricultural Food & other Products | - | 2.75 |
| Industrial Products | - | 5.84 |
| Consumer Durables | - | 6.02 |
| Finance | - | 7.7 |
| Realty | - | 4.66 |
| Agricultural, Commercial & Construction Vehicles | - | 0.14 |
| Household Products | - | 1.31 |
| Financial Technology (Fintech) | - | 1.67 |
| Leisure Services | - | 1.68 |
| Food Products | - | 1.29 |
| Cement & Cement Products | - | 1.84 |
| Industrial Manufacturing | - | 2.59 |
| Commercial Services & Supplies | - | 0.54 |
| Cigarettes & Tobacco Products | - | 0.24 |
| Beverages | - | 0.58 |
| Insurance | - | 0.48 |
Top Comparisons
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.31%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.55%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns18.37%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns22.58%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.4%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns12.28%
Invesco India GILT Fund - Growth
3Y Returns7.49%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns8.1%
