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Mahindra Manulife Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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tortoise-icon Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4053 Cr ₹26143 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 -3.38% -3.31%
6 Month 14.84% 13.13%
1 Year -4.44% 4.02%
3 Year - 19.08%
5 Year - 27.77%

SIP Return Analysis

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
6 Month 4.07% 3.96%
1 Year - 4.8%
3 Year - 16.85%
5 Year - 19.59%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
1 Year 53.3% 17.75%
3 Year - 19.97%
5 Year - 20%

Risk Management

Scheme Name Mahindra Manulife Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund Regular Growth
Standard Deviation - 11.78%
Sharp - 1.05%
Beta - 0.69%
Alpha - 1.3%

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 8.07 14.09
Small Cap 72.08 68.76
Large Cap 7.65 3.74
Mid Cap 12.19 13.42

Sector Allocation

Scheme Name

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Axis Small Cap Fund Regular Growth

Others 2.87 10.43
Consumer Cyclical 20.54 10.06
Industrials 12.33 18.08
Financial Services 18.87 17.62
Basic Materials 16.35 12.07
Utilities 3.63 0.6
Healthcare 8.08 14.1
Consumer Defensive 8.42 5.49
Technology 6.45 6.39
Communication Services 0.91 0.91
Real Estate 1.55 4.26

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